Plan Snapshot
- Plan Sponsor: Smartlam NA
- Sponsor EIN: 843161868
- Sponsor Address: PO BOX 2070, COLUMBIA FALLS, MT, 59912
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $2.7M
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 | 130 | $2.7M | $337,795 | $524,765 |
| 2023 | 130 | $1.9M | $237,487 | $394,812 |
| 2022 | 85 | $1.1M | $140,959 | $254,054 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $18,147 | — | $18,147 |
| ALLIANT INSURANCE AGENCY INC | Investment Advisor | $10,646 | — | $10,646 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,793
- Estimated Expense Ratio: 1.053% 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 | $28,794 | $10,646 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |