# Smith And Howard Advisory LLC 401(k) Plan
Source: https://planprovider.pro/companies/smith-and-howard-advisory-llc-401k-plan

> Smith And Howard Advisory LLC's 401(k) plan: 276 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith And Howard Advisory LLC

- **Sponsor EIN:** 920749631

- **Sponsor Address:** 271 17TH STREET N.W., SUITE 2100, ATLANTA, GA, 30363

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

- **Total Participants:** 276

- **Total Assets:** $42.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|276|$42.7M|$0|$0|

| 2023|202|$29.7M|$678,758|$1.5M|

## 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|

| AAFCPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AAFCPAS](https://planprovider.pro/provider/aafcpas) — 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|$132,306|$66,180|$2,700|—|—|

| 2023|$82,417|$39,928|$1,900|—|—|

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