Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust
Sponsored by Smallwood, Reynolds, Stewart, · EIN 581353898 · Plan #003
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 57
- With balances
- 91
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $0 |
| Pension Financial Services Inc | Contract administrator, Direct payment from the plan, Recordkeeping fees | $0 |
| Pnc Bank Na | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $0 |