Smh Operations, Llc 401(k) Profit Sharing Plan
Sponsored by Smh Operations, Llc · EIN 824217476 · Plan #001
- Total assets
- $1.2M
- Net assets
- $1.2M
- Active participants
- 275
- With balances
- 296
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 |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $12,626 |
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $5,072 |
| Intac Actuarial Services Inc | Contract administrator | $3,611 |
| Leafhouse Financial Advisors, Llc | Other fees | $536 |