Plan Snapshot
- Plan Sponsor: A. O. Smith Corporation
- Sponsor EIN: 390619790
- Sponsor Address: 11270 W. PARK PLACE, MILWAUKEE, WI, 532249506
- Plan Type: DB
- Total Participants: 0
- Total Assets: $15.6M
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 | $15.6M | $0 | $0 |
| 2023 | 6,926 | $22.8M | $0 | $0 |
| 2022 | 44 | $29.6M | $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 |
|---|---|---|---|---|
| REILLY, PENNER & BENTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $0
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 | $8,039,474 | — | $217,119 | — | — |
| 2023 | $6,324,665 | $230,090 | — | — | — |
| 2022 | $3,944,501 | $1,159,490 | — | — | $1,911,956 |