AUMdb

Sme 401(k) Employee Savings Plan

Sponsored by Sme Steel Contractors, Inc. · EIN 870495960 · Plan #001

Total assets
$17.5M
Net assets
$17.5M
Active participants
956
With balances
1,315

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Dwc Erisa Consultants Llc Contract administrator $38,498
Empower Annuity Insurance Company Recordkeeping fees $24,145
Empower Advisory Group, Llc Investment management $9,581
Morningstar Associates Llc Other fees $3,007