# Smart & Final Pension Plan DB Plan
Source: https://planprovider.pro/companies/smart-final-llc-plan-002

> Smart & Final Pension Plan's DB plan: 820 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smart & Final Pension Plan

- **Sponsor EIN:** 954079584

- **Sponsor Address:** 600 CITADEL DR, COMMERCE, CA, 900401562

- **Plan Type:** DB

- **Total Participants:** 820

- **Total Assets:** $168.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|820|$168.9M|$2.7M|$0|

| 2023|1,313|$155.7M|$2.5M|$0|

| 2022|1,422|$138.5M|$8.2M|$0|

## 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|

| CURCIO WEBB, LLC|ACTUARY|$464,570|—|$464,570|

| BLACKROCK INVESTMENT MANAGEMENT LLC|NONE|$234,964|—|$234,964|

| EARNEST PARTNERS, LLC|NONE|$170,634|—|$170,634|

| PRINCIPAL BANK|TRUSTEE|$118,855|—|$118,855|

| COVE STREET CAPITAL, LLC|NONE|$87,554|—|$87,554|

| METROPOLITAN WEST ASSET MGMT, LLC|NONE|$62,640|—|$62,640|

| BAKER TILLY, US LLP|NONE|$14,250|—|$14,250|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRINCIPAL BANK](https://planprovider.pro/provider/principal-financial-group-inc) — TRUSTEE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,153,467

- **Estimated Expense Ratio:** 0.683% 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|$2,224,169|$555,793|—|—|—|

| 2023|$3,023,784|$500,158|—|$5,351|—|

| 2022|$3,638,543|$510,989|$2,747,462|—|$321,380|

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