Plan Snapshot
- Plan Sponsor: Smi Management, LLC
- Sponsor EIN: 831940216
- Sponsor Address: 106 WEDGEWOOD DRIVE, CARROLLTON, GA, 30117
- Plan Type: 401(k)
- Total Participants: 676
- Total Assets: $42.6M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 676 | $42.6M | $974,071 | $1.9M |
| 2023 | 584 | $39.0M | $918,198 | $1.9M |
| 2022 | 566 | $33.0M | $897,593 | $1.9M |
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 |
|---|---|---|---|---|
| MAULDIN & JENKINS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS, 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 | $113,083 | $74,737 | — | — | — |
| 2023 | $109,145 | $63,580 | — | — | — |
| 2022 | $118,248 | — | — | — | — |