# Heard & Smith, LLP 401(k) Plan
Source: https://planprovider.pro/companies/heard-smith-llp-401k-plan

> Heard & Smith, LLP's 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heard & Smith, LLP

- **Sponsor EIN:** 742712971

- **Sponsor Address:** 10715 GULFDALE DRIVE, SUITE 100, SAN ANTONIO, TX, 78216

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

- **Total Participants:** 91

- **Total Assets:** $5.2M

## 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|91|$5.2M|$343,092|$193,250|

| 2023|85|$4.4M|$337,049|$188,406|

| 2022|80|$3.6M|$328,747|$214,818|

## 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|

| PAUL J. FITZGERALD, P.C.|Auditor|—|—|$0|

## 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|$3,750|—|$3,750|—|—|

| 2023|$2,240|—|$2,240|—|—|

| 2022|$1,600|—|$1,600|—|—|

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