Netsmart Technologies, Inc. 401(k) Plan
Sponsored by Netsmart Technologies, Inc. · EIN 133680154 · Plan #002
- Total assets
- $284M
- Net assets
- $284M
- Active participants
- 2,683
- With balances
- 3,386
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $293,787 |
| Creative Planning Llc | Investment advisory (plan) | $80,000 |