AUMdb

Smartlinx Solutions Retirement Plan

Sponsored by Smartlinx Solutions, Llc · EIN 113575059 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
114
With balances
179

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
Innovative Investment Fiduciaries, Llc CRD 159814 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Innovative Investment Fiduciaries Investment advisory (plan) $34,681
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $17,431