Smith Brothers Insurance, Llc 401(k) Retirement Plan
Sponsored by Smith Brothers Insurance, Llc · EIN 060391040 · Plan #002
- Total assets
- $29.1M
- Net assets
- $29.1M
- Active participants
- 222
- With balances
- 262
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 |
|---|---|---|
| Smith Brothers Financial, Llc CRD 322951 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $82,432 |
| Smith Brothers Financial, Llc | Investment advisory (plan) | $27,267 |
| Pension Consultants, Inc. | Contract administrator, Plan administrator | $7,440 |