Plan Snapshot
- Plan Sponsor: Smart Ims
- Sponsor EIN: 223337602
- Sponsor Address: 103 MORGAN LANE, PLAINSBORO, NJ, 08536
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 166 | $2.5M | $0 | $491,193 |
| 2023 | 179 | $2.0M | $0 | $493,676 |
| 2022 | 184 | $1.5M | $0 | $389,511 |
| 2021 | 97 | $1.5M | $0 | $0 |
| 2020 | 106 | $1.2M | $0 | $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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — 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 | $10,296 | — | — | — | — |
| 2023 | $8,695 | — | — | — | — |
| 2022 | $7,670 | — | — | — | — |
| 2021 | $7,302 | — | — | — | — |
| 2020 | $7,214 | — | — | — | — |