Naman Howell Smith & Lee, Pllc Employees Profit Sharing Plan And Trust
Sponsored by Naman Howell Smith & Lee, Pllc · EIN 742004800 · Plan #002
- Total assets
- $52.4M
- Net assets
- $52.4M
- Active participants
- 183
- With balances
- 189
Plan year beginning 10/01/2024 · 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 |
|---|---|---|
| Extraco Banks N.A. | Investment advisory (plan) | $47,792 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $24,430 |