Smith Chason College, Inc. 401(k) Plan
Sponsored by Smith Chason College, Inc. · EIN 954686517 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 409
- With balances
- 142
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 |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellth Advisory Services, Llc | Investment advisory (participants) | $9,032 |
| Global Retirement Partners | Investment advisory (participants) | $8,632 |
| John Hancock Life Insurance Co. | Recordkeeping | $1,894 |