Plan Snapshot
- Plan Sponsor: Smart Systems Technologies Incorporated
- Sponsor EIN: 330858975
- Sponsor Address: 9 GOODYEAR, IRVINE, CA, 926182001
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 213 | $7.4M | $380,165 | $647,899 |
| 2023 | 238 | $6.2M | $394,136 | $653,419 |
| 2022 | 289 | $4.8M | $407,466 | $664,872 |
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 |
|---|---|---|---|---|
| JANOWICZ & BJORKLUND LLP | Auditor | — | — | $0 |
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 | $34,092 | — | $34,092 | — | — |
| 2023 | $28,193 | — | $28,193 | — | — |
| 2022 | $24,017 | — | $24,017 | — | — |