Smart National Supplemental Savings Plan
Sponsored by Bd Ttees Smart National Supplemental Savings Plan · EIN 311674110 · Plan #007
- Total assets
- $162M
- Net assets
- $162M
- Active participants
- 13,464
- With balances
- 13,624
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement | Investment management | $437,989 |
| Sheet Metal Workers National Pensio | Accounting | $333,955 |
| Mooney, Green, Saindon, Murphy | Legal | $64,085 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan) | $50,000 |
| Calibre Cpa Group Pllc | Accounting | $34,300 |