R.A. Smith, Inc. 401(k) Plan
Sponsored by R.A. Smith, Inc. · EIN 391318572 · Plan #001
- Total assets
- $55.9M
- Net assets
- $55.9M
- Active participants
- 211
- With balances
- 292
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 |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (plan), Direct payment from the plan | $63,261 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $26,571 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $15,593 |