J M Smith Corporation Profit Sharing And 401(k) Plan
Sponsored by J M Smith Corporation · EIN 570276334 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 380
- With balances
- 733
Plan year beginning 02/29/2024 · 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 |
|---|---|---|
| Nfp | $55,000 | |
| Swaim Brown Audit | $13,500 | |
| Ameriprise | $4,500 | |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$149,762 |