# Senior Management Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/senior-management-services-llc-401k-plan

> Senior Management Services, LLC's 401(k) plan: 350 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Senior Management Services, LLC

- **Sponsor EIN:** 263988687

- **Sponsor Address:** 4411 PT. FOSDICK DRIVE, GIG HARBOR, WA, 98335

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

- **Total Participants:** 350

- **Total Assets:** $10.5M

## 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|350|$10.5M|$134,234|$1.3M|

| 2023|571|$9.3M|$132,048|$1.3M|

| 2022|454|$7.8M|$121,687|$1.2M|

## 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|

| CLARK NUBER P.S.|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|$38,270|$6,176|$32,094|—|—|

| 2023|$19,964|—|$19,964|—|—|

| 2022|$22,141|—|$22,141|—|—|

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