Plan Snapshot
- Plan Sponsor: Smartlink, LLC
- Sponsor EIN: 522276831
- Sponsor Address: 10 CHURCH CIRCLE, ANNAPOLIS, MD, 21401
- Plan Type: 401(k)
- Total Participants: 466
- Total Assets: $31.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 466 | $31.0M | $675,698 | $2.6M |
| 2023 | 405 | $27.1M | $1.0M | $2.9M |
| 2022 | 511 | $21.4M | $1.0M | $2.9M |
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 |
|---|---|---|---|---|
| REGAN SCHICKNER HARPER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REGAN SCHICKNER HARPER LLC — 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 | $10,188 | — | — | — | — |
| 2023 | $9,369 | — | $1,200 | — | — |
| 2022 | $8,050 | — | — | — | — |