Plan Snapshot
- Plan Sponsor: Howard Hanna Smythe Cramer
- Sponsor EIN: 340538620
- Sponsor Address: 119 GAMMA DRIVE, PITTSBURGH, PA, 15238
- Plan Type: 401(k)
- Total Participants: 1,023
- Total Assets: $63.1M
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 | 1,023 | $63.1M | $346,560 | $5.2M |
| 2023 | 905 | $56.6M | $316,816 | $4.9M |
| 2022 | 870 | $51.3M | $332,717 | $4.4M |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | Auditor | $9,076 | — | $9,076 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,076
- Estimated Expense Ratio: 0.014% 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 | $159,666 | $69,095 | — | $9,076 | — |
| 2023 | $146,273 | $64,265 | — | $6,709 | — |
| 2022 | $146,026 | — | — | — | — |