The Smithers Group 401(k) Retirement Savings Plan
Sponsored by The Smithers Group, Inc. · EIN 030390026 · Plan #005
- Total assets
- $60.6M
- Net assets
- $60.6M
- Active participants
- 417
- With balances
- 596
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Truist Bank | Investment management, Direct payment from the plan | $86,451 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $57,229 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $14,700 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |