# Smart Motors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/smart-motors-inc-401k-plan

> Smart Motors, INC.'s 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smart Motors, INC.

- **Sponsor EIN:** 390977617

- **Sponsor Address:** 5901 ODANA ROAD, MADISON, WI, 53719

- **Plan Type:** 401(k)

- **Total Participants:** 229

- **Total Assets:** $6.6M

## 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|229|$6.6M|$0|$0|

| 2023|229|$14.4M|$702,524|$1.0M|

| 2022|250|$11.7M|$664,064|$1.1M|

## 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|

| PROACCOUNT|INVESTMENT ADVISORY (PAR|$55,293|—|$55,293|

| AMERIPRISE FINANCIAL SERVICES|BROKER/ADVISOR|—|$33,399|$33,399|

| DEFINITI LLC|THIRD PARTY ADMIN|$10,813|$7,407|$18,220|

| SVA CERTIFIED PUBLIC ACCOUNTANTS SC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISORY (PAR

- [AMERIPRISE FINANCIAL SERVICES](https://planprovider.pro/provider/ameriprise-financial-services-llc) — BROKER/ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $106,912

- **Estimated Expense Ratio:** 1.622% 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|$41,096|—|—|—|—|

| 2023|$109,335|—|$109,335|—|—|

| 2022|$104,222|—|$104,222|—|—|

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