AUMdb

Smartlam Na 401(k) & Profit Sharing Plan

Sponsored by Smartlam Na · EIN 843161868 · Plan #001

Total assets
$2.7M
Net assets
$2.7M
Active participants
130
With balances
137

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. Participant loan processing, Direct payment from the plan, Recordkeeping $18,147
Alliant Insurance Agency Inc Recordkeeping, Trustee (institutional), Other services $10,646