AUMdb

Smitty's Supply, Inc. 401(k) Plan

Sponsored by Smittys Supply, Inc. · EIN 721000182 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
359
With balances
284

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
Transamerica Retirement Solutions, Recordkeeping, Participant loan processing, Investment management fees (indirect) $85,853
The Haslauer Group, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $22,750
Leafhouse Financial Advisors Investment advisory (plan) $7,906
Mml Investors Services, Llc Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0