Employees Of Smith Rowe, Llc 401 K Profit Sharing Plan
Sponsored by Smith Rowe, Llc · EIN 273317950 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 340
- With balances
- 305
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Fa Inc | Investment advisory (plan) | $22,934 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $21,498 |