# Smith & Burgess, LLC 401(k) Plan
Source: https://planprovider.pro/companies/smith-burgess-llc-401k-plan

> Smith & Burgess, LLC's 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith & Burgess, LLC

- **Sponsor EIN:** 208739445

- **Sponsor Address:** 7600 WEST TIDWELL ROAD, HOUSTON, TX, 77040

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

- **Total Participants:** 86

- **Total Assets:** $12.3M

## 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|86|$12.3M|$350,886|$681,216|

| 2023|83|$10.6M|$330,398|$698,294|

| 2022|84|$9.0M|$334,729|$720,443|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$6,008|—|$6,008|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,008

- **Estimated Expense Ratio:** 0.049% of plan assets

### 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|$6,009|—|$6,009|—|—|

| 2023|$2,550|—|$2,550|—|—|

| 2022|$2,822|—|$2,822|—|—|

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