Sma Multiple Employer Retirement Plan
Sponsored by Senior Management Advisors, Inc. · EIN 593760379 · Plan #002
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 699
- With balances
- 156
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $70,874 |
| Janet A. Panebianco | Contract administrator, Other services, Direct payment from the plan | $2,100 |
| S B H U Life Agency Inc | Other services, Other commissions, Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |