Smith Seckman Reid, Inc. Employee Savings And Profit Sharing Plan Trust
Sponsored by Smith Seckman Reid, Inc. · EIN 620791037 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 545
- With balances
- 721
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $39,271 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,316 |