Plan Snapshot
- Plan Sponsor: Service Management Group, LLC
- Sponsor EIN: 431910102
- Sponsor Address: 4049 PENNSYLVANIA AVENUE, KANSAS CITY, MO, 64111
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $26.4M
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 | 135 | $26.4M | $314,234 | $1.6M |
| 2023 | 176 | $24.9M | $196,757 | $1.8M |
| 2022 | 209 | $25.6M | $471,159 | $2.4M |
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 |
|---|---|---|---|---|
| MARKS NELSON LLC | 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 | $60,517 | $31,168 | — | — | — |
| 2023 | $72,475 | $69,164 | — | — | — |
| 2022 | $96,095 | $103,844 | -$7,749 | — | — |