# Bd Ttees Smart National Supplemental Savings Plan 401(k) Plan
Source: https://planprovider.pro/companies/bd-ttees-smart-national-supplemental-savings-plan-plan

> Bd Ttees Smart National Supplemental Savings Plan's 401(k) plan: 13,464 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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|

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