Smith Schafer And Associates, Ltd. 401(k) Plan And Trust
Sponsored by Smith Schafer & Associates, Ltd. · EIN 411489071 · Plan #001
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 110
- With balances
- 140
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 |
|---|---|---|
| Mariner, Llc | Investment advisory (participants), Investment advisory (plan) | $37,264 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $35,227 |