Specialty Management Services Of Ouachita, Llc 401(k) Plan
Sponsored by Specialty Management Services Of Ouachita, Llc Dba Alli Management Sol · EIN 721509232 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 188
- With balances
- 175
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 |
|---|---|---|
| Roland, Criss Investment Research, Llc CRD 292171 | deterministic · 100% | 2024 |
| Summit Financial Wealth Advisors, Llc CRD 171278 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wipfli Llp | Plan administrator, Recordkeeping | $33,441 |
| Roland, Criss Investment Research | Investment advisory (participants), Investment advisory (plan) | $20,550 |
| Summit Financial Wealth Advisors | Investment advisory (participants), Investment advisory (plan) | $19,154 |