# C.L. Smith Company 401(k) Plan
Source: https://planprovider.pro/companies/c-l-smith-company-401k-plan

> C.L. Smith Company's 401(k) plan: 573 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** C.L. Smith Company

- **Sponsor EIN:** 431051754

- **Sponsor Address:** 1311 SOUTH 39TH STREET, ST. LOUIS, MO, 63110

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

- **Total Participants:** 573

- **Total Assets:** $22.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|573|$22.1M|$809,396|$1.7M|

| 2023|523|$19.6M|$675,956|$1.4M|

| 2022|180|$11.6M|$311,476|$681,100|

## 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|

| MONETA GROUP|NONE|$44,578|—|$44,578|

| ALERUS FINANCIAL, N.A.|NONE|$30,642|—|$30,642|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,220

- **Estimated Expense Ratio:** 0.340% 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|$75,220|$75,220|—|—|—|

| 2023|$58,099|—|—|—|—|

| 2022|$50,229|—|—|—|—|

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