Plan Snapshot
- Plan Sponsor: Sm Energy Company
- Sponsor EIN: 410518430
- Sponsor Address: 1700 LINCOLN ST. STE 3200, DENVER, CO, 80203
- Plan Type: 401(k)
- Total Participants: 651
- Total Assets: $190.3M
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 | 651 | $190.3M | $6.8M | $7.6M |
| 2023 | 536 | $164.3M | $5.8M | $7.1M |
| 2022 | 531 | $137.9M | $5.7M | $6.7M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $52,082 | $50,670 | $600 | — | — |
| 2023 | $77,053 | $47,416 | $1,800 | — | — |
| 2022 | $87,314 | $46,367 | — | — | — |