AUMdb

Smart Financial Credit Union 401(k) Plan

Sponsored by Smart Financial Credit Union · EIN 740695355 · Plan #003

Total assets
$21.4M
Net assets
$21.4M
Active participants
179
With balances
254

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $51,316