Profit Sharing And Retirement Plan Of Smith Haughey, Rice And Roegge, P.C.
Sponsored by Smith,Haughey,Rice And Roegge, P.C. · EIN 382234596 · Plan #002
- Total assets
- $40.5M
- Net assets
- $40.5M
- Active participants
- 104
- With balances
- 160
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 |
|---|---|---|
| Greenleaf Trust | Recordkeeping, Trustee (institutional), Participant loan processing | $106,532 |