OneDigital - retirement Plan Investment Management Agreement - 06.01.2026 - SIGNED
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8 2026-01-20- CONGA – E – 3(38) CLI ENT INFORMATION FORM Effective Date This Agreement shall be effective as to the Plan(s) listed on this Client Information Form beginning on May 1, 2026. (If the Effective Date is not the first day of the initial payment period, a pro-rata fee will be charged for that initial payment period.) Information Regarding the Plan Sponsor City of Smyrna Plan Sponsor (“Client”) 2800 King Street Smyrna GA 30080 Address City State Zip Code 678-631-5320 N/A https://www.smyrnaga.gov/ Phone Number Fax Number Website 58-6000664 (678) 631-5333 Federal Tax ID Number Contact Person-Phone Number/Extension csicard@smyrnaga.gov Contact Person-Email Information Regarding the Plan Sponsor’s Retirement Plan(s) Plan Name Plan Type (401(k), 403(b), Profit Sharing Plan, etc.) Federal Tax ID Number Number of Participants (Approx.) Value of Plan Assets (Approx.) Record Keeper and Plan No. City of Smyrna 401(a) Plan 401(a) 58-6000664 191 $13,000,000.00 Empower - 743235-02 City of Smyrna 457(b) Plan 457 Plan 58-6000664 349 $12,266,450.00 Empower - 743235-01 (Additional retirement plans may be added by endorsement, if necessary.) Billing Contact and Address Company or Individual: City of Smyrna Contact (If Company): Carol Sicard Relationship: Plan Sponsor Investment Provider Custodian/Recordkeeper Other (explain) Address: 2800 King Street City Smyrna State GA Zip Code 30080 Name of Company/Individual to contact for asset value if applicable Name: City of Smyrna Phone: 678-631-5320