Swift, Currie, Mcghee & Hiers 401(k) Profit Sharing Plan
Sponsored by Swift, Currie, Mcghee & Hiers · EIN 580955936 · Plan #003
- Total assets
- $96.1M
- Net assets
- $96.1M
- Active participants
- 347
- With balances
- 452
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Hb Wealth Management, Llc CRD 316731 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Consulting (general), Direct payment from the plan | $74,284 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $42,651 |
| Disciplined Equity | Investment advisory (participants), Direct payment from the plan | $31,343 |
| Smith And Howard Pc | Accounting, Direct payment from the plan | $19,000 |
| Hb Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $16,152 |
| The Hilb Group Of Ne, Llc | Accounting, Direct payment from the plan | $7,125 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $125 |