The Smithgroup Retirement Accumulation Plan
Sponsored by Smithgroup Companies, Inc. · EIN 382247428 · Plan #001
- Total assets
- $335M
- Net assets
- $335M
- Active participants
- 1,547
- With balances
- 2,269
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J Schwartz & Company Inc | Investment advisory (plan) | $294,986 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $142,177 |
| Plante & Moran Pllc | Accounting | $17,500 |