AUMdb

Smislova, Kehnemui & Associates, P.A. Profit Sharing Trust

Sponsored by Smislova, Kehnemui & Associates, P.A. · EIN 521017799 · Plan #002

Total assets
$25.8M
Net assets
$25.8M
Active participants
80
With balances
131

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Acec Retirement Trust Other fees $32,110
Empower Annuity Insurance Company O Recordkeeping fees $9,255
Dembo Jones Pc Accounting $7,700
Empower Advisory Group, Llc Investment management $3,119