Smithbucklin Employee Retirement Plan
Sponsored by Smithbucklin Corporation · EIN 412078828 · Plan #003
- Total assets
- $243M
- Net assets
- $243M
- Active participants
- 633
- With balances
- 1,086
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 |
|---|---|---|
| Investment Consultants Llc CRD 314810 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
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 | $303,050 |
| Investment Consultants | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Greatbanc | Trustee (institutional), Other fees | $0 |
| Rsm Us Llp | Accounting, Other fees | $0 |
| Travelers Insurance | Other services, Other fees | $0 |
| Levenfeld Pearlstein, Llc | Legal, Other fees | $0 |