Plan Snapshot
- Plan Sponsor: Operation Smile, INC.
- Sponsor EIN: 541460147
- Sponsor Address: 3641 FACULTY BLVD., VIRGINIA BEACH, VA, 23453
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $23.3M
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 | 170 | $23.3M | $1.0M | $931,593 |
| 2023 | 129 | $19.1M | $918,904 | $799,277 |
| 2022 | 130 | $16.9M | $876,257 | $760,790 |
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 |
|---|---|---|---|---|
| CHARLES W SNADER PC | Auditor | $1,478 | — | $1,478 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES W SNADER PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,478
- 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 | $24,197 | $15,254 | $7,465 | $1,478 | — |
| 2023 | $15,015 | — | $15,015 | — | — |
| 2022 | $22,576 | — | $800 | — | $21,776 |