Smolin, Lupin & Co. Savings And Investment Plan
Sponsored by Smolin, Lupin & Co., P.A. · EIN 222258733 · Plan #002
- Total assets
- $33.0M
- Net assets
- $33.0M
- Active participants
- 140
- With balances
- 167
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 |
|---|---|---|
| Cetera Advisor Networks | Investment advisory (plan), Investment management fees (direct) | $40,626 |
| Intac Actuarial Services, Inc. | Contract administrator, Other services, Direct payment from the plan | $15,625 |
| Marcum Llp | Accounting, Direct payment from the plan | $13,000 |
| The Vanguard Group, Inc. | Claims processing, Participant loan processing, Participant communication | $11,347 |