Smith,Haughey,Rice and Roegge, P.C.'s EIN is 38-2234596.
Download the official 2024 Form 5500 (PDF) for Smith,Haughey,Rice and Roegge, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith,Haughey,Rice and Roegge, P.C.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENLEAF TRUST | 38-2416104 | — | TRUSTEE | $107K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $38.6M | 95.3% |
