Smith Emery International, Inc. 401 K Plan
Sponsored by Smith Emery International, Inc. · EIN 953072721 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 159
- With balances
- 199
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $39,057 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $17,453 |
| Independent Financial Group Llc | Other commissions | $0 |
| Actuarial Benefits Corp. | Contract administrator | $0 |