AUMdb

Keith Smith Company, Inc Employee Psp

Sponsored by Keith Smith Company, Inc. · EIN 271578424 · Plan #001

Total assets
$14.1M
Net assets
$14.1M
Active participants
94
With balances
129

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Regions Bank Investment advisory (plan), Other fees, Direct payment from the plan $66,105
Ascensus Llc Other commissions, Recordkeeping fees, Other fees $18,925