Sma Healthcare, Inc. 403(b) Plan
Sponsored by Sma Healthcare, Inc. · EIN 590976866 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 1,080
- With balances
- 977
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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, Participant loan processing, Direct payment from the plan | $70,080 |
| Raymond James Fin Svcs Advisors | Investment advisory (plan), Other fees | $0 |