Fee, Smith & Sharp, Llp 401(k) Plan
Sponsored by Fee, Smith & Sharp, Llp · EIN 680502076 · Plan #001
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 113
- With balances
- 185
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 |
|---|---|---|
| Trinity Portfolio Advisors, Llc CRD 151721 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trinity Portfolio Advisors, Llc | Investment advisory (plan) | $48,000 |
| Flexpath Strategies, Llc | Other fees | $8,573 |
| Retirementplans.Com, Llc | Contract administrator | $1,905 |
| Empower Annuity Insurance Company | Recordkeeping fees | $1,208 |