Sms Econo Retirement Plan
Sponsored by Store Management System Llc · EIN 660866249 · Plan #001
- Total assets
- $744K
- Net assets
- $744K
- Active participants
- 483
- With balances
- 426
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Finanxial, Corp. | Consulting (general), Participant communication | $5,546 |
| Benefit Plans Admin Services, Inc. | Recordkeeping, Investment management, Sub-transfer agency fees | $5,291 |