SMITH GRAHAM & CO INVESTMENT ADVI

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

17,150

Total plan assets

$417.6M

Filings (rows)

Direct comp

$220K

Indirect comp

Showing only "SMITH GRAHAM & CO INVESTMENT ADVI"

View all 12 variants aggregated →

SMITH GRAHAM & CO15 SMITH GRAHAM10 SMITH GRAHAM & CO INVESTMENT ADV8 SMITH GRAHAM & CO INV ADVISORS4 SMITH GRAHAM & CO INVESTMENT3 SMITH GRAHAM & CO INVESTMENT ADVI3 SMITH GRAHAM AND CO3

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND CAROLINA ELECTRICAL WORKERS RETIREMENT FUND	PEMBROKE PINES, FL	Other service providers	5,190	$154.0M	$35K	$0
BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUND CAROLINA ELECTRICAL WORKERS RETIREMENT FUND