# Smith Chason College, INC. 401(k) Plan
Source: https://planprovider.pro/companies/smith-chason-college-inc-plan

> Smith Chason College, INC.'s 401(k) plan: 409 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith Chason College, INC.

- **Sponsor EIN:** 954686517

- **Sponsor Address:** 3580 WILSHIRE BLVD., 4TH FLOOR, LOS ANGELES, CA, 90010

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

- **Total Participants:** 409

- **Total Assets:** $4.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|409|$4.5M|$283|$542,297|

| 2023|334|$3.6M|$0|$548,763|

| 2022|294|$2.7M|$0|$513,614|

## 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|

| WELLTH ADVISORY SERVICES, LLC|INVESTMENT SERVICES|$9,032|—|$9,032|

| GLOBAL RETIREMENT PARTNERS|INVESTMENT SERVICES|$8,632|—|$8,632|

| PENSION ASSURANCE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT SERVICES

- [PENSION ASSURANCE, LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,664

- **Estimated Expense Ratio:** 0.389% 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|$61,475|$17,664|$43,811|—|—|

| 2023|$46,035|$14,265|$31,770|—|—|

| 2022|$40,330|$12,597|$27,733|—|—|

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