Plan Snapshot
- Plan Sponsor: Smarsh, INC.
- Sponsor EIN: 752984566
- Sponsor Address: 851 SW 6TH AVENUE, SUITE 800, PORTLAND, OR, 97204
- Plan Type: 401(k)
- Total Participants: 576
- Total Assets: $90.1M
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 | 576 | $90.1M | $3.5M | $8.3M |
| 2023 | 541 | $73.5M | $3.5M | $8.1M |
| 2022 | 662 | $56.1M | $4.0M | $8.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $51,409 | — | $51,409 |
| KBF CPAS - AUDIT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,409
- Estimated Expense Ratio: 0.057% of plan assets
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 | $51,409 | — | $300 | — | — |
| 2023 | $43,938 | — | — | — | — |
| 2022 | $40,950 | — | — | — | — |