Plan Snapshot
- Plan Sponsor: Bd Ttees Smart National Supplemental Savings Plan
- Sponsor EIN: 311674110
- Sponsor Address: 3180 FAIRVIEW PARK DRIVE, SUITE 400, FALLS CHURCH, VA, 220424583
- Plan Type: 401(k)
- Total Participants: 13,464
- Total Assets: $162.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 13,464 | $162.2M | $10.7M | $7.2M |
| 2023 | 12,046 | $139.7M | $7.7M | $6.2M |
| 2022 | 9,773 | $118.4M | $6.1M | $5.0M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT | NONE | $437,989 | — | $437,989 |
| SHEET METAL WORKERS NATIONAL PENSIO | AFFILIATE | $333,955 | — | $333,955 |
| MOONEY, GREEN, SAINDON, MURPHY | NONE | $64,085 | — | $64,085 |
| MORGAN STANLEY SMITH BARNEY LLC | NONE | $50,000 | — | $50,000 |
| CALIBRE CPA GROUP PLLC | NONE | $34,300 | — | $34,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — NONE
- CALIBRE CPA GROUP PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $920,329
- Estimated Expense Ratio: 0.567% 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 | $950,998 | $43,323 | — | $34,300 | — |
| 2023 | $907,603 | $51,379 | — | $32,700 | — |
| 2022 | $773,552 | $362,746 | $297,589 | — | $91,926 |