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"

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

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees of Carolina Electrical Workers Retirement Fund Carolina Electrical Workers Retirement Fund · all filings	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 · all filings	SALT LAKE CITY, UT	Other service providers	6,154	$136.1M	$93K	$0
Board of Trustees of Carolina Electrical Workers Retirement Fund Carolina Electrical Workers Retirement Fund · all filings	SALT LAKE CITY, UT	Other service providers	5,806	$127.5M	$92K	$0