Plan Snapshot
- Plan Sponsor: Sgb Smit Usa Holding INC.
- Sponsor EIN: 331223680
- Sponsor Address: 1776 CONSTITUTION AVE, LOUISVILLE, OH, 44641
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $8.1M
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 | 114 | $8.1M | $384,527 | $709,934 |
| 2023 | 114 | $6.5M | $347,308 | $604,002 |
| 2022 | 103 | $5.2M | $309,546 | $543,411 |
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 |
|---|---|---|---|---|
| 415 GROUP INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 415 GROUP INC. — Auditor
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 | $797 | $797 | — | — | — |
| 2023 | $770 | — | $770 | — | — |
| 2022 | $3,120 | — | $3,120 | — | — |