Slavic Mutual Funds Management Corp.

Slavic Mutual Funds Management Corporation is a registered investment advisor based in Boca Raton, Florida, established in 1987. The firm specializes in providing investment consulting and management services to ERISA and Non-ERISA employee benefit plans, focusing on corporate 401Ks, Multiple Employer Plans, and Pooled Employer Plans. They offer discretionary and non-discretionary advisory and consulting services on mutual fund lineups, tailored to meet the needs of Plan Sponsors. SMF acts as a fiduciary under ERISA sections 3(21) and 3(38) when making investment decisions for clients. They offer Pre-Allocated Portfolios and Bespoke digital asset allocation strategies to Plan Participants through employer-sponsored qualified retirement plans. SMF charges an annual fee of 0.35% for the Pre-Allocated Portfolios and Bespoke services. The firm does not accept compensation for the sale of securities and does not engage in performance-based fees or side-by-side management agreements. SMF's investment committee evaluates mutual funds based on various criteria, including costs, performance, and stability. The firm has no disciplinary information to disclose and does not provide custody services. Clients receive quarterly performance evaluations and have the option to self-direct their accounts. SMF does not vote on client securities and does not require prepayment of advisory fees.