Smart Warehousing, Llc 401(k) Plan
Sponsored by Smart Warehousing, Llc · EIN 810571042 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 480
- With balances
- 314
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 |
|---|---|---|
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Participant loan processing | $28,284 |
| Mariner Llc | Investment advisory (plan) | $13,546 |