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Filters:EIN 620791037 Clear all

Companies

companySmith Seckman Reid, Inc.
$195.6Mreported plan assets
EIN: 62-0791037Location: TNPlans: 3Participants: 1,697Latest: 2023
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Plans

planSmith Seckman Reid, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
$99.5Mreported assets (EOY)
Sponsor: Smith Seckman Reid, Inc.EIN: 62-0791037Plan: 002Participants: 560Assets: $99,459,001Net assets: $96.1MAssets / participant: $177.6KLocation: Nashville, TNLatest: 2023
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planSmith Seckman Reid, Inc. Employee Savings And Profit Sharing Plan TrustFinancial statementProvider compensation2023 filing
$96.2Mreported assets (EOY)
Sponsor: Smith Seckman Reid, Inc.EIN: 62-0791037Plan: 001Participants: 666Assets: $96,171,321Net assets: $96.2MAssets / participant: $144.4KLocation: Nashville, TNLatest: 2023
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planSmith Seckman Reid Welfare Benefit Plan2023 filing
Sponsor: Smith Seckman Reid, Inc.EIN: 62-0791037Plan: 501Participants: 471Assets: not reported in the loaded datasetLocation: Nashville, TNLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Smith Seckman Reid, Inc. Employee Savings And Profit Sharing Plan Trust
Sponsor: Smith Seckman Reid, Inc.EIN: 62-0791037Plan: 001Ack ID: 20241112154246NAL0024684448001
filing2023 Form 5500 — Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Sponsor: Smith Seckman Reid, Inc.EIN: 62-0791037Plan: 002Ack ID: 20241101100913NAL0003430257001
filing2023 Form 5500 — Smith Seckman Reid Welfare Benefit Plan
Sponsor: Smith Seckman Reid, Inc.EIN: 62-0791037Plan: 501Ack ID: 20241007142727NAL0008961027001