Swanson, Martin & Bell, Llp 401(k) Profit Sharing Plan
Sponsored by Swanson, Martin & Bell, Llp · EIN 363825975 · Plan #001
- Total assets
- $93.4M
- Net assets
- $93.4M
- Active participants
- 190
- With balances
- 278
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 |
|---|---|---|
| Howard Simon & Associates, Inc. | Plan administrator, Recordkeeping, Consulting (pension) | $48,556 |
| Matrix Trust Company | Custodial (other), Direct payment from the plan | $2,588 |