Smartly 401(k) Plan
Sponsored by Smartly.Io Solutions, Inc. · EIN 352551013 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 139
- With balances
- 165
Plan year beginning 01/12/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliant Insurance Services Inc Dba | Investment advisory (plan) | $12,951 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $4,729 |
| Empower Advisory Group, Llc | Investment management | $346 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/12/2024 | $6.8M | 139 | ack 20260508073306NAL0004530240001 |
| 01/01/2024 | $6.8M | 139 | ack 20251016141517NAL0003232803001 |