AUMdb

Smith & Nephew U.S. Savings Plan

Sponsored by Smith And Nephew, Inc. · EIN 510123924 · Plan #008

Total assets
$1.5B
Net assets
$1.5B
Active participants
6,284
With balances
9,171

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $519,214
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $268,275
Mercer Consulting (general) $79,677
Alston & Bird Llp Consulting (general) $20,690
Horne Consulting (general) $10,000