Sma, Inc. 401(k) Plan
Sponsored by Sma, Inc. · EIN 330080929 · Plan #001
- Total assets
- $31.9M
- Net assets
- $31.9M
- Active participants
- 171
- With balances
- 216
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 |
|---|---|---|
| Burnham Gibson Wealth Advisors | Investment management, Direct payment from the plan | $76,651 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $36,551 |