# Naman Howell Smith & Lee, PLLC DC Plan
Source: https://planprovider.pro/companies/naman-howell-smith-lee-pllc-plan-002

> Naman Howell Smith & Lee, PLLC's DC plan: 136 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Naman Howell Smith & Lee, PLLC

- **Sponsor EIN:** 742004800

- **Sponsor Address:** 400 AUSTIN AVENUE, WACO, TX, 76701

- **Plan Type:** DC

- **Total Participants:** 136

- **Total Assets:** $47.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|136|$47.0M|$0|$0|

| 2023|124|$40.2M|$0|$0|

## 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|

| JAYNES REITMEYER BOYD & THERRELL PC|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|$64,473|$45,041|—|—|—|

| 2023|$66,018|—|—|—|—|

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