Plan Snapshot
- Plan Sponsor: Smith, Anderson, Et Al L.L.P.
- Sponsor EIN: 560402850
- Sponsor Address: 150 FAYETTEVILLE STREET SUITE 2300, RALEIGH, NC, 27601
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $190.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 254 | $190.5M | $4.8M | $3.8M |
| 2023 | 255 | $178.8M | $4.5M | $3.6M |
| 2022 | 255 | $157.9M | $4.0M | $3.1M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT, LLP | 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 | $14,819 | — | — | — | — |
| 2023 | $10,982 | — | — | — | — |
| 2022 | $8,298 | — | $8,298 | — | — |