# Asmpt Smt Usa, LLC 401(k) Plan
Source: https://planprovider.pro/companies/asmpt-assemblysystems-llc-401k-plan

> Asmpt Smt Usa, LLC's 401(k) plan: 395 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Asmpt Smt Usa, LLC

- **Sponsor EIN:** 800237825

- **Sponsor Address:** 900 MIDDLESEX TURNPIKE, BLDG. 6, BILLERICA, MA, 01821

- **Plan Type:** 401(k)

- **Total Participants:** 395

- **Total Assets:** $47.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|395|$47.3M|$1.6M|$3.9M|

| 2023|371|$41.8M|$1.1M|$4.0M|

| 2022|305|$36.1M|$1.1M|$3.6M|

## 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|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR / INVESTMENT MGMT|$77,432|—|$77,432|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$24,158|—|$24,158|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $101,590

- **Estimated Expense Ratio:** 0.215% 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|$146,064|$77,432|$44,474|—|—|

| 2023|$83,872|$66,434|—|—|—|

| 2022|$59,564|—|$59,564|—|—|

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