Plan Snapshot
- Plan Sponsor: Smc Global Holdings, INC
- Sponsor EIN: 250929301
- Sponsor Address: 259 EBERL ST, ST MARYS, PA, 158571677
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 113
- Total Assets: $7.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 113 | $7.3M | $0 | $0 |
| 2024 | 70 | $7.8M | $148,981 | $231,170 |
| 2023 | 153 | $11.1M | $261,639 | $415,263 |
| 2022 | 149 | $11.1M | $272,708 | $423,004 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $14,088 | — | $14,088 |
| STIFEL NICOLAUS INSURANCE AGENCY IN | Other Service Provider | — | $8,545 | $8,545 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,633
- Estimated Expense Ratio: 0.310% 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 |
|---|---|---|---|---|---|
| 2025 | $1,823,555 | — | $14,088 | — | — |
| 2024 | $31,413 | — | $31,413 | — | — |
| 2023 | $38,164 | — | $38,164 | — | — |
| 2022 | $39,047 | — | $39,047 | — | — |