Smith & Wesson Brands, Inc. Profit Sharing And Investment Plan
Sponsored by Smith & Wesson Brands, Inc. · EIN 870543688 · Plan #002
- Total assets
- $257M
- Net assets
- $257M
- Active participants
- 1,417
- With balances
- 2,393
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $200,618 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $35,000 |
| Meyers Brothers Kalicka, Pc | Accounting, Direct payment from the plan | $21,850 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |