Gresham Smith Employee Savings And Profit Sharing Plan
Sponsored by Gresham Smith · EIN 620794126 · Plan #001
- Total assets
- $225M
- Net assets
- $225M
- Active participants
- 1,211
- With balances
- 1,449
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping, Participant loan processing, Direct payment from the plan | $156,707 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $75,000 |
| Lbmc Pc | Accounting | $14,500 |
| Resources Investment Advisors, Llc | Investment management | $228 |