Smith Elliott Kearns & Company Llc Employees' 401(k) Profit Sharing Plan
Sponsored by Smith Elliott Kearns & Company, Llc · EIN 520783935 · Plan #001
- Total assets
- $47.3M
- Net assets
- $47.3M
- Active participants
- 201
- With balances
- 244
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 |
|---|---|---|
| Voya Retirement Ins And Annuity Co | Investment advisory (participants) | $130,431 |
| Dembo, Jones, Healy, Pennington & M | Accounting | $13,000 |
| Wells Fargo Advisors | Trustee (institutional) | $0 |
| Morningstart | Investment advisory (plan) | $0 |