Smarthealth 401(k) Plan And Trust
Sponsored by Smarthealth, Inc. · EIN 860225261 · Plan #001
- Total assets
- $31.0M
- Net assets
- $31.0M
- Active participants
- 229
- With balances
- 284
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 |
|---|---|---|
| Salem Advisory Group Llc CRD 145697 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $33,840 |
| Sage Advisory Group | Investment management, Direct payment from the plan | $6,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $298 |