# Fee, Smith & Sharp, LLP 401(k) Plan
Source: https://planprovider.pro/companies/fee-smith-sharp-llp-401k-plan

> Fee, Smith & Sharp, LLP's 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fee, Smith & Sharp, LLP

- **Sponsor EIN:** 680502076

- **Sponsor Address:** 13155 NOEL ROAD, SUITE 1000, DALLAS, TX, 75240

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

- **Total Participants:** 113

- **Total Assets:** $19.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|113|$19.1M|$364,812|$1.2M|

| 2023|110|$16.7M|$365,071|$1.2M|

| 2022|119|$15.5M|$310,717|$1.1M|

## 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|

| TRINITY PORTFOLIO ADVISORS, LLC|INVESTMENT ADVISOR|$48,000|—|$48,000|

| FLEXPATH STRATEGIES, LLC|OTHER|$8,573|—|$8,573|

| BROWN ROGERS & CO LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BROWN ROGERS & CO LLC](https://planprovider.pro/provider/brown-rogers-and-co-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,573

- **Estimated Expense Ratio:** 0.296% 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|$111,401|—|$111,401|—|—|

| 2023|$106,850|—|$106,850|—|—|

| 2022|$99,280|—|$99,280|—|—|

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