# Smith, Anderson, Et Al L.L.P. 401(k) Plan
Source: https://planprovider.pro/companies/smith-anderson-et-al-l-l-p-401k-plan

> Smith, Anderson, Et Al L.L.P.'s 401(k) plan: 254 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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