# Smart Technologies Corp. 401(k) Plan
Source: https://planprovider.pro/companies/smart-technologies-corp-401k-plan

> Smart Technologies Corp.'s 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smart Technologies Corp.

- **Sponsor EIN:** 880411936

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

- **Plan Number:** 001

- **Total Participants:** 90

- **Total Assets:** $11.2M

## 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|90|$11.2M|$255,814|$627,041|

| 2023|78|$10.8M|$240,467|$648,339|

| 2022|105|$9.0M|$320,823|$840,532|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$62,621|—|$62,621|

| CAMBRIDGE INVESTMENT RESEARCH INC|Investment Advisor|—|$35,627|$35,627|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$11,304|—|$11,304|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $109,552

- **Estimated Expense Ratio:** 0.982% 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|$73,925|$11,304|—|—|—|

| 2023|$57,339|$5,667|—|—|—|

| 2022|$54,349|$3,785|$50,564|—|—|

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