Smart & Final 401(k) Savings Plan
Sponsored by Smart & Final Llc · EIN 954079584 · Plan #001
- Total assets
- $387M
- Net assets
- $387M
- Active participants
- 9,837
- With balances
- 16,470
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $735,948 |
| Benefit Financial Services Group | Consulting (general), Direct payment from the plan | $62,276 |
| Baker Tilly, Us Llp | Accounting, Direct payment from the plan | $15,250 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |