Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 5 in 2023
Providers › Smith Brothers Financial, LLC
Smith Brothers Financial, LLC
- Service provider, as named on Schedule C
- EIN 061517948
- Plan year 2024
- Direct compensation reported $248,770
Assets of those plans
$279,177,273
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$248,770
64% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 99 | Other fees | 9 |
| 15 | Recordkeeping and information management | 5 |
| 21 | Trustee (bank, trust company or similar) | 5 |
| 49 | Other services | 5 |
| 50 | Direct payment from the plan | 5 |
| 64 | Recordkeeping fees | 5 |
| 27 | Investment advisory (plan) | 4 |
| 17 | Consulting (pension) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Opus Inspection 401(k) Planrecordkeeper | Opus Inspection | $80,504,798 | 1,114 | $60,013 |
| USA Waste and Recycling, Inc. Master 401(k) Profit Sharing Plan | USA Waste and Recycling | $60,893,284 | 1,010 | $60,000 |
| Gemma Power Systems 401(k) Planrecordkeeper | Gemma Power Systems | $46,398,582 | 312 | $45,078 |
| Hobson & Motzer, Inc. 401(k) Plan | Hobson & Motzer | $38,942,447 | 367 | $0 |
| Innovive Health 401(k) Plan | Innovive Health of Massachusetts | $14,144,507 | 351 | $25,731 |
| Nutmeg State Financial Credit Union 401(k) Planrecordkeeper | Nutmeg State Financial Credit | $8,778,899 | 130 | $17,575 |
| Lyman Products Corporation 401(k) Plan | Lyman Products | $8,181,361 | 119 | $0 |
| Lightbridge Holdings Group, Inc. 401(k) Planrecordkeeper | Lightbridge Holdings Group | $6,058,082 | 202 | $27,502 |
| The Bethel Home 401(k) Profit Sharing Plan | Bethel Methodist Home | $5,341,801 | 143 | $0 |
| 401(k) Profit-sharing Plan for Employees of the Children's Center of Hamden, Inc. | Childrens Center of Hamden | $4,978,647 | 191 | $0 |
| First Choice Health Centers, Inc. 401(k) Profit Sharing Planrecordkeeper | First Choice Health Centers | $4,954,865 | 114 | $12,871 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.