# Smith Brothers Insurance, LLC 401(k) Plan
Source: https://planprovider.pro/companies/smith-brothers-insurance-llc-401k-plan

> Smith Brothers Insurance, LLC's 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith Brothers Insurance, LLC

- **Sponsor EIN:** 060391040

- **Sponsor Address:** 68 NATIONAL DRIVE, GLASTONBURY, CT, 06033

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

- **Total Participants:** 222

- **Total Assets:** $29.1M

## 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|222|$29.1M|$521,111|$2.2M|

| 2023|197|$26.2M|$467,145|$2.0M|

| 2022|189|$25.3M|$405,985|$1.7M|

## 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|

| WHITTLESEY PC|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|$81,817|$27,267|—|—|—|

| 2023|$103,900|$25,048|—|—|—|

| 2022|$113,525|—|—|—|—|

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