Plan Snapshot
- Plan Sponsor: Sm Holding Group, INC. D/B/A Shumate Mechanical Ll
- Sponsor EIN: 201816844
- Sponsor Address: 2805 PREMIERE PARKWAY, DULUTH, GA, 30097
- Plan Type: 401(k)
- Total Participants: 567
- Total Assets: $18.8M
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 | 567 | $18.8M | $223,444 | $1.6M |
| 2023 | 425 | $16.0M | $220,713 | $1.4M |
| 2022 | 369 | $12.8M | $190,483 | $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 |
|---|---|---|---|---|
| HLB GROSS COLLINS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HLB GROSS COLLINS, PC — 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 | -$6,276 | — | — | — | — |
| 2023 | -$6,275 | — | — | — | — |
| 2022 | -$3,019 | — | — | — | — |