Smiths Group Incentive Savings Plan
Sponsored by Smiths Group Services Corporation · EIN 223015350 · Plan #002
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 6,215
- With balances
- 6,130
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $190,835 |
| Captrust | Investment advisory (plan) | $90,000 |
| Kreischer Miller | Accounting | $55,021 |
| Kilpatrick Townsend | Legal | $10,632 |