# Sbm Management Services, LP 401(k) Plan
Source: https://planprovider.pro/companies/sbm-management-services-lp-401k-plan

> Sbm Management Services, LP's 401(k) plan: 7,089 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sbm Management Services, LP

- **Sponsor EIN:** 261375586

- **Sponsor Address:** 5241 ARNOLD AVENUE, MCCLELLAN, CA, 95652

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

- **Total Participants:** 7,089

- **Total Assets:** $51.4M

## 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|7,089|$51.4M|$3.5M|$7.4M|

| 2023|7,186|$39.9M|$3.1M|$6.7M|

| 2022|5,146|$27.8M|$2.5M|$5.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$152,881|—|$152,881|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [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:** $152,881

- **Estimated Expense Ratio:** 0.298% 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|$152,881|—|$1,200|—|—|

| 2023|$21,231|—|$300|—|—|

| 2022|$15,420|—|—|—|—|

## Similar Plans

- [Servicon Systems, INC.](https://planprovider.pro/companies/servicon-systems-inc-401k-plan) — 776 participants

- [Kellermeyer Bergensons Services, LLC](https://planprovider.pro/companies/kellermeyer-bergensons-services-llc-401k-plan) — 21,882 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sbm-management-services-lp-401k-plan)

© 2026 PlanProvider.Pro