Sema 401(k) Savings Plan
Sponsored by Specialty Equipment Market Association · EIN 952544340 · Plan #002
- Total assets
- $38.5M
- Net assets
- $38.5M
- Active participants
- 155
- With balances
- 271
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Other investment fees and expenses, Direct payment from the plan | $50,000 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $21,340 |
| National Benefit Services, Llc | Other services | $0 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $0 |