# R.A. Smith, INC. 401(k) Plan
Source: https://planprovider.pro/companies/r-a-smith-inc-401k-plan

> R.A. Smith, INC.'s 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R.A. Smith, INC.

- **Sponsor EIN:** 391318572

- **Sponsor Address:** 16745 WEST BLUEMOUND ROAD, BROOKFIELD, WI, 53005

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

- **Total Participants:** 211

- **Total Assets:** $55.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|211|$55.9M|$715,615|$2.3M|

| 2023|216|$50.9M|$712,155|$2.2M|

| 2022|223|$45.5M|$688,008|$2.1M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$15,593|—|$15,593|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,593

- **Estimated Expense Ratio:** 0.028% 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|$105,425|$63,261|$26,571|$15,593|—|

| 2023|$97,200|$56,992|$26,033|$14,175|—|

| 2022|$102,579|$67,753|$24,746|—|$10,080|

## Similar Plans

- [Suburban Enterprises, INC.](https://planprovider.pro/companies/suburban-enterprises-inc-401k-plan) — 213 participants

- [Kapur & Associates, INC.](https://planprovider.pro/companies/kapur-associates-inc-plan-002) — 222 participants

- [Helwig Carbon Products, INC.](https://planprovider.pro/companies/helwig-carbon-products-inc-plan-001) — 272 participants

- [Donohue & Associates INC](https://planprovider.pro/companies/donohue-associates-inc-plan-001) — 138 participants

- [Engineering Specialists, INC.](https://planprovider.pro/companies/engineering-specialists-inc-401k-plan) — 126 participants

- [Anguil Environmental Systems, INC](https://planprovider.pro/companies/anguil-environmental-systems-inc-401k-plan) — 124 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/r-a-smith-inc-401k-plan)

© 2026 PlanProvider.Pro