Smart Investor

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

348

Total plan assets

$55.1M

Filings (rows)

Direct comp

$175K

Indirect comp

SERVICES PROVIDED

Other service providers3

Advisor / Consultant1

Prospecting the plans that use Smart Investor?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Hunt & Henriques,LLP Hunt & Henriques,LLP 401(k) Plan · all filings	SAN JOSE, CA	Other service providers	65	$15.6M	$52K	$0
Hunt & Henriques,LLP Hunt & Henriques,LLP 401(k) Plan · all filings	SAN JOSE, CA	Other service providers	70	$14.4M	$47K	$0
Arrow Drillers, Inc. Arrow Drillers, Inc. 401(k) Profit Sharing Plan · all filings	SACRAMENTO, CA	Advisor / Consultant	144	$12.8M	$30K	$0
Hunt & Henriques,LLP Hunt & Henriques,LLP 401(k) Plan · all filings	SAN JOSE, CA	Other service providers	69	$12.3M	$46K	$0