Plan Snapshot
- Plan Sponsor: Smg LLC
- Sponsor EIN: 844128041
- Sponsor Address: 5938 N BASIN AVE, PORTLAND, OR, 97217
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 99
- Total Assets: $4.3M
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. |
|---|
| 2025 | 99 | $4.3M | $0 | $0 |
| 2024 | 75 | $3.7M | $119,130 | $201,310 |