AUMdb

Smith Debnam 401(k) Plan

Sponsored by Smith, Debnam, Narron, Drake, Saintsing & Myers Llp · EIN 561056621 · Plan #001

Total assets
$19.8M
Net assets
$19.8M
Active participants
103
With balances
139

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
Southstate Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $46,054