401k Record

Providers › Smith and Howard PC

Smith and Howard PC

Plans listing this provider

14

0.02% of the 56,420 plans with Schedule H financials; 1 in 2023

Assets of those plans

$489,957,196

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$187,750

100% 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 codeMeaningPlans
10Accounting (including auditing)8
99Other fees4
50Direct payment from the plan2
26Investment advisory (participants)1
27Investment advisory (plan)1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Kahn Ventures, Inc. 401(k) PlanKahn Ventures $146,499,4782,191$16,750
Swift, Currie, Mcghee & Hiers 401(k) Profit Sharing PlanSwift Currie Mcghee & Hiers $96,086,584452$19,000
Technimark Retirement Savings PlanTechnimark $80,124,6011,977$15,000
Fenix Parts, Inc. 401(k) Retirement Savings PlanFenix Management $39,967,6641,358$14,000
Atlanta Women's Healthcare Specialists, LLC 401(k) Profit Sharing PlanAtlanta Women's Healthcare Specialists $37,626,688155$16,500
Construction Resources 401(k) PlanConstruction Resources Holdings $24,864,6600$10,500
Keypath Education, LLC 401(k) PlanSeelio $23,621,175423$6,000
Auburn National Bancorporation, Inc. 401(k) PlanAuburn National Bancorporation $13,697,253169$5,250
Datassential, Inc. 401(k) PlanDatassential $12,080,287146$10,750
Lowe Engineers, LLC 401(k) Profit Sharing PlanLowe Engineers $7,496,124210$12,000
Clairon Metals Corporation 401(k) Salary Reduction Plan and TrustClairon Metals $5,536,348112$3,500
Northwestern College 401(k) PlanNorthwestern College $1,882,86771$12,000
Abraxas 403(b) Retirement PlanCornell Abraxas Group $473,46727$35,000
Summit Industrial Construction, LLC Profit Sharing 401(k) PlanSummit Industrial Construction $00$11,500

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.