Smith Bruer United 401(k) Plan
Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #015
- Total assets
- $29.7M
- Net assets
- $29.7M
- Active participants
- 561
- With balances
- 461
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 |
|---|---|---|
| Smith Bruer Advisors, Llc CRD 284508 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Smith Bruer Advisors | Investment advisory (plan) | $103,303 |
| At Retirement Services, Llc | Contract administrator, Recordkeeping, Account maintenance fees | $69,549 |
| Americantcs Fiduciary Services, Llc | Direct payment from the plan, Sub-transfer agency fees, Trustee (discretionary) | $4,771 |