Carol Clinton Smith Martial Trust
Norman, OK
Carol Clinton Smith Martial Trust of Norman, OK is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $22 in reported broker commissions (plan year 2024).
Quick answer
Carol Clinton Smith Martial Trust (Norman, OK) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.
- How many employer clients does Carol Clinton Smith Martial Trust have?
- Carol Clinton Smith Martial Trust is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Carol Clinton Smith Martial Trust's largest employer clients?
- By plan participants, the largest include Elevate Pfs Holdings, Inc. (2,210 participants).
- How much does Carol Clinton Smith Martial Trust earn in commissions?
- Insurers reported $22 in broker commissions paid to Carol Clinton Smith Martial Trust for plan year 2024, per Schedule A Part 1.
- Where is Carol Clinton Smith Martial Trust located?
- Carol Clinton Smith Martial Trust is based in Norman, OK.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Carol Clinton Smith Martial Trust on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Elevate Pfs Holdings, Inc. | TX | 2,210 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.