Smart Ims 401(k) Plan
Sponsored by Smart Ims · EIN 223337602 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 166
- With balances
- 65
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 |
|---|---|---|
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $10,295 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $2.5M | 166 | ack 20251011053132NAL0019473154001 |
| 01/01/2021 | $1.5M | 97 | ack 20251013110135NAL0001160641001 |
| 01/01/2020 | $1.2M | 106 | ack 20251013105918NAL0001155521001 |
| 01/01/2019 | $850K | 190 | ack 20251208140904NAL0002124482001 |