# Smith Elliott Kearns & Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/smith-elliott-kearns-company-llc-plan-001

> Smith Elliott Kearns & Company, LLC's 401(k) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith Elliott Kearns & Company, LLC

- **Sponsor EIN:** 520783935

- **Sponsor Address:** 19405 EMERALD SQ., HAGERSTOWN, MD, 21742

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

- **Total Participants:** 201

- **Total Assets:** $47.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|201|$47.3M|$979,605|$1.7M|

| 2023|192|$40.0M|$919,298|$1.6M|

| 2022|193|$33.2M|$791,014|$1.4M|

## 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|

| CLIFTONLARSONALLEN, LLP|Auditor|$13,000|—|$13,000|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,000

- **Estimated Expense Ratio:** 0.027% 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|$143,431|—|—|$13,000|—|

| 2023|$109,022|—|—|$12,200|—|

| 2022|$100,465|—|$88,865|—|$11,600|

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