# Smart Local 27 Annuity Fund Trustees DC Plan
Source: https://planprovider.pro/companies/smart-local-27-annuity-fund-trustees-plan

> Smart Local 27 Annuity Fund Trustees's DC plan: 1,061 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smart Local 27 Annuity Fund Trustees

- **Sponsor EIN:** 222604860

- **Sponsor Address:** PO BOX 847, FARMINGDALE, NJ, 077270847

- **Plan Type:** DC

- **Total Participants:** 1,061

- **Total Assets:** $148.2M

## 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|1,061|$148.2M|$6.5M|$0|

| 2023|1,039|$139.4M|$6.6M|$0|

| 2022|1,008|$124.0M|$5.1M|$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|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS &|Auditor|$29,500|—|$29,500|

### Verified Provider Profiles

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

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS &](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,500

- **Estimated Expense Ratio:** 0.020% 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|$197,715|—|—|$29,500|—|

| 2023|$190,996|—|—|$27,000|—|

| 2022|$220,986|—|—|—|$78,025|

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