Smith, Gambrell & Russell, Llp 401(k) Retirement Plan
Sponsored by Smith, Gambrell & Russell, Llp · EIN 580967450 · Plan #005
- Total assets
- $266M
- Net assets
- $266M
- Active participants
- 524
- With balances
- 702
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 |
|---|---|---|
| Savant Capital, Llc CRD 107271 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| United Capital Financial Advisors, Llc CRD 134600 | deterministic · 100% | 2024 |
| Signaturefd, Llc CRD 112758 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Savant Capital Llc | Investment advisory (participants), Direct payment from the plan | $53,681 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $32,811 |
| United Capital Financial Advisors | Investment advisory (participants), Direct payment from the plan | $25,959 |
| Signaturefd Llc | Investment advisory (participants), Direct payment from the plan | $17,668 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $14,590 |
| Rene J Neyrey | Investment advisory (participants), Direct payment from the plan | $13,612 |
| Capital Mgmt Services Inc | Investment advisory (participants), Direct payment from the plan | $7,445 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $1,227 |