# Gresham Smith 401(k) Plan
Source: https://planprovider.pro/companies/gresham-smith-401k-plan

> Gresham Smith's 401(k) plan: 1,211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gresham Smith

- **Sponsor EIN:** 620794126

- **Sponsor Address:** 222 SECOND AVE., S, STE 1400, NASHVILLE, TN, 372012308

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

- **Total Participants:** 1,211

- **Total Assets:** $224.7M

## 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|1,211|$224.7M|$6.2M|$11.7M|

| 2023|1,123|$187.1M|$5.8M|$10.3M|

| 2022|1,138|$160.3M|$4.6M|$9.0M|

## 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|

| LBMC, PC|Auditor|$14,500|—|$14,500|

### Verified Provider Profiles

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

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,500

- **Estimated Expense Ratio:** 0.006% 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|$246,440|$75,228|—|$14,500|—|

| 2023|$257,912|$75,000|—|$13,500|—|

| 2022|$250,287|$75,000|$161,787|—|$13,500|

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