AUMdb

Joseph Smith & Sons, Inc. 401(k) Ps Plan

Sponsored by Smith Industries, Inc. · EIN 521434535 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
484
With balances
181

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
Ascensus Llc Other commissions, Recordkeeping fees, Participant loan processing $23,078
Mesirow Investment advisory (plan), Direct payment from the plan $1,132