Plan Snapshot
- Plan Sponsor: Smilebuilderz, LLC
- Sponsor EIN: 203167069
- Sponsor Address: 204 BUTLER AVENUE, LANCASTER, PA, 17601
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $4.2M
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 | 192 | $4.2M | $0 | $535,195 |
| 2023 | 205 | $3.3M | $0 | $526,094 |
| 2022 | 201 | $2.5M | $25,000 | $405,604 |
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 |
|---|---|---|---|---|
| SIMON LEVER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMON LEVER 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 | $42,603 | — | $42,603 | — | — |
| 2023 | $30,880 | — | $30,880 | — | — |
| 2022 | $26,729 | — | $25,854 | — | $875 |