Plan Snapshot
- Plan Sponsor: Smiley Lifting Solutions LLC
- Sponsor EIN: 260816124
- Sponsor Address: 5326 W MOHAVE ST, PHOENIX, AZ, 85043
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $7.3M
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. |
|---|---|---|---|---|
| 2024 | 185 | $7.3M | $525,113 | $863,294 |
| 2023 | 152 | $5.5M | $454,368 | $805,129 |
| 2022 | 135 | $3.7M | $414,120 | $671,185 |
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 |
|---|---|---|---|---|
| SHELBRACK ACCOUNTING | Auditor | — | — | $0 |
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 | $6,450 | $2,154 | — | — | — |
| 2023 | $5,157 | $1,397 | — | — | — |
| 2022 | $2,959 | — | — | — | — |