Sumitomo Mitsui Banking Corporation 401(k) Plan
Sponsored by Sumitomo Mitsui Banking Corporation · EIN 135611820 · Plan #002
- Total assets
- $765M
- Net assets
- $765M
- Active participants
- 4,537
- With balances
- 5,661
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $445,501 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $110,000 |
| Cohnreznick Llp | Accounting | $88,800 |
| Nixon Peabody Llp | Legal | $819 |
| Qdro Consultants Company, Llc | Other fees | $300 |
| Empower Financial Services, Inc. | Securities brokerage | $190 |