SMITH GRAHAM & CO INVESTMENT ADVIS

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

1,136

Total plan assets

$59.9M

Filings (rows)

Direct comp

$109K

Indirect comp

Showing only "SMITH GRAHAM & CO INVESTMENT ADVIS"

View all 12 variants aggregated →

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

SERVICES PROVIDED

Other service providers2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND UNITED ASSOCIATION LOCAL UNION NO. 322 HEALTH & WELFARE FUND	HAMMONTON, NJ	Other service providers	579	$32.2M	$59K	$0
PLUMBERS AND STEAMFITTERS LOCAL 322 HEALTH AND WELFARE FUND UNITED ASSOCIATION LOCAL UNION NO. 322 HEALTH & WELFARE FUND	HAMMONTON, NJ