# Smg Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/smg-services-llc-401k-plan

> Smg Services, LLC's 401(k) plan: 247 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smg Services, LLC

- **Sponsor EIN:** 454440186

- **Sponsor Address:** 44 WEST 28TH STREET - 7TH FLOOR, NEW YORK, NY, 10001

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

- **Total Participants:** 247

- **Total Assets:** $8.7M

## 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|247|$8.7M|$144,612|$762,257|

| 2023|238|$7.6M|$140,158|$770,960|

| 2022|221|$6.9M|$136,992|$775,959|

## 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|

| THE FUOCO GROUP|Auditor|$17,000|—|$17,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,000

- **Estimated Expense Ratio:** 0.196% 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|$29,583|—|$9,330|$17,000|—|

| 2023|$16,901|—|$16,901|—|—|

| 2022|$10,934|—|$10,934|—|—|

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