# Foster, Swift, Collins &amp; Smith, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/foster-swift-collins-smith-p-c-401k-plan

> Foster, Swift, Collins &amp; Smith, P.C.&#39;s 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Foster, Swift, Collins & Smith, P.C.

- **Sponsor EIN:** 381904703

- **Sponsor Address:** 313 S. WASHINGTON SQUARE, LANSING, MI, 48933

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

- **Total Participants:** 203

- **Total Assets:** $82.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|203|$82.7M|$1.2M|$2.1M|

| 2023|198|$84.5M|$1.2M|$1.8M|

| 2022|181|$74.5M|$1.2M|$1.9M|

## 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|

| HUNGERFORD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HUNGERFORD](https://planprovider.pro/provider/hungerford-nichols) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$55,753|$7,072|—|—|—|

| 2023|$63,771|$6,050|—|—|—|

| 2022|$73,748|—|—|—|$8,314|

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