Stephens And Smith Construction 401(k) Plan
Sponsored by Stephens And Smith Construction · EIN 470558429 · Plan #002
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 224
- With balances
- 223
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 |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
| Martin Financial Solutions, Llc CRD 155806 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| D.A. Davidson & Co. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $26,542 |
| July Business Services Llc | Recordkeeping, Participant loan processing, Participant communication | $15,214 |
| Matrix Financial Solutions, Inc. | Custodial (other), Investment management, Direct payment from the plan | $0 |