AUMdb

G. H. Smart & Company, Llc 401(k) Ps Plan & Trust

Sponsored by G. H. Smart & Company, Llc · EIN 364036593 · Plan #001

Total assets
$29.7M
Net assets
$29.7M
Active participants
130
With balances
155

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $46,297
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0