AUMdb

Smart Modular Technologies 401(k) Retirement Savings Plan

Sponsored by Smart Modular Technologies, Inc. · EIN 770200166 · Plan #001

Total assets
$217M
Net assets
$217M
Active participants
889
With balances
1,205

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
Strategic Advisors Llc CRD 125882 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 $62,805
Strategic Advisors, Inc. Investment advisory (plan) $55,773