Plan Snapshot
- Plan Sponsor: A. O. Smith Corporation
- Sponsor EIN: 391396239
- Sponsor Address: 11270 WEST PARK PLACE, MILWAUKEE, WI, 532249506
- Plan Type: 401(k)
- Plan Number: 014
- Total Participants: 0
- Total Assets: $595.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $595.1M | $0 | $0 |
| 2023 | 0 | $563.1M | $0 | $0 |
| 2022 | 0 | $493.6M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MATRIX TRUST COMPANY | Recordkeeper | $466,618 | — | $466,618 |
| MARQUETTE ASSOCIATES | Other Service Provider | $100,000 | — | $100,000 |
| REILLY, PENNER & BENTON LLP | Auditor | $19,500 | — | $19,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATRIX TRUST COMPANY — Recordkeeper
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $586,118
- Estimated Expense Ratio: 0.098% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $586,118 | $100,000 | — | $19,500 | — |
| 2023 | $434,264 | $76,500 | — | $21,300 | — |
| 2022 | $664,088 | — | — | — | $664,088 |