AUMdb

Smith Senior Living 401(k) Plan

Sponsored by Smith Senior Living · EIN 364335178 · Plan #003

Total assets
$16.7M
Net assets
$16.7M
Active participants
537
With balances
318

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $39,921