Plan Snapshot
- Plan Sponsor: Smith Douglas Holdings LLC
- Sponsor EIN: 810981602
- Sponsor Address: 110 VILLAGE TRAIL SUITE 215, WOODSTOCK, GA, 30188
- Plan Type: 401(k)
- Total Participants: 453
- Total Assets: $23.7M
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 | 453 | $23.7M | $1.5M | $2.8M |
| 2023 | 369 | $19.5M | $1.3M | $2.4M |
| 2022 | 326 | $15.3M | $1.3M | $2.3M |
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 |
|---|---|---|---|---|
| RUSHTON, LLC | 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 | $110,999 | $54,220 | — | — | — |
| 2023 | $79,754 | $38,261 | — | — | — |
| 2022 | $84,596 | — | $84,596 | — | — |