AUMdb

Smartthings 401(k) Plan

Sponsored by Smartthings, Inc. · EIN 455180832 · Plan #001

Total assets
$43.6M
Net assets
$43.6M
Active participants
242
With balances
335

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
Silicon Valley Retirement Services, Llc CRD 154756 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $65,161
Silicon Valley Retirement Serv Investment management, Direct payment from the plan $28,465
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $74