Plan Snapshot
- Plan Sponsor: Smilebuilderz, LLC.
- Sponsor EIN: 203167069
- Sponsor Address: 204 BUTLER AVENUE, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 103
- Total Assets: $210,273
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $210,273 | $899,387 | $414,211 |
| 2023 | 104 | $21,468 | $772,290 | $340,785 |
| 2022 | 94 | $89,028 | $424,549 | $287,274 |
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 BENECON GROUP, LLC | Investment Advisor | $51,998 | — | $51,998 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $42,834 | — | $42,834 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,832
- Estimated Expense Ratio: 45.099% 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 | $1,259,648 | — | — | — | — |
| 2023 | $1,074,660 | — | — | — | — |
| 2022 | $748,784 | — | — | — | — |