Strategic Management Solutions, Llc 401(k) Profit Sharing Plan
Sponsored by Strategic Management Solutions, Llc · EIN 261423043 · Plan #001
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 296
- With balances
- 268
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 |
|---|---|---|
| John Hancock | Recordkeeping, Recordkeeping fees, Investment advisory (plan) | $34,482 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $5,576 |
| Ascensus | Other services | $2,530 |
| Morningstar | Investment advisory (plan) | $0 |