# J M Smith Corporation 401(k) Plan
Source: https://planprovider.pro/companies/j-m-smith-corporation-570276334-001

> J M Smith Corporation's 401(k) plan: 380 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J M Smith Corporation

- **Sponsor EIN:** 570276334

- **Sponsor Address:** 101 WEST SAINT JOHN STREET, SPARTANBURG, SC, 29306

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

- **Plan Number:** 001

- **Total Participants:** 380

- **Total Assets:** $101.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|380|$101.9M|$267,570|$1.6M|

| 2023|362|$99.7M|$511,744|$1.6M|

| 2022|380|$95.9M|$1.1M|$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|

| NFP|Other Service Provider|$55,000|—|$55,000|

| SWAIM BROWN AUDIT|Auditor|$13,500|—|$13,500|

### Verified Provider Profiles

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

- [SWAIM BROWN AUDIT](https://planprovider.pro/provider/swaimbrown-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,500

- **Estimated Expense Ratio:** 0.067% 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|-$76,762|—|—|$13,500|—|

| 2023|-$65,468|—|—|$13,500|—|

| 2022|$15,151|—|—|—|—|

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