AUMdb

Smyth Companies Savings And Profit Sharing Plan

Sponsored by Smyth Companies, Llc · EIN 900743685 · Plan #001

Total assets
$51.0M
Net assets
$51.0M
Active participants
542
With balances
615

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

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 $70,741
Onedigital Investment Advisors Investment advisory (plan), Direct payment from the plan $49,963