Plan Snapshot
- Plan Sponsor: Smart Modular Technologies, INC.
- Sponsor EIN: 770200166
- Sponsor Address: 39870 EUREKA DR., NEWARK, CA, 945604809
- Plan Type: 401(k)
- Total Participants: 889
- Total Assets: $217.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 889 | $217.5M | $4.9M | $12.9M |
| 2023 | 939 | $192.4M | $5.5M | $13.7M |
| 2022 | 986 | $157.2M | $5.1M | $11.7M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $164,617 | $101,812 | $600 | — | — |
| 2023 | $158,808 | $107,950 | $300 | — | — |
| 2022 | $33,000 | $33,018 | — | — | — |