The Smart Companies. Llc 401(k) Ps Plan
Sponsored by The Smart Companies. Llc · EIN 223928762 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 420
- With balances
- 421
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $50,662 |
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $30,611 |