Plan Snapshot
- Plan Sponsor: Smith Family Companies, INC.
- Sponsor EIN: 631085030
- Sponsor Address: 100 PARDUE DRIVE, PELHAM, AL, 35124
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $7.4M
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 | 174 | $7.4M | $242,365 | $769,599 |
| 2023 | 181 | $5.9M | $225,154 | $674,887 |
| 2022 | 131 | $4.2M | $171,348 | $563,565 |
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 |
|---|---|---|---|---|
| BMSS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BMSS, LLC — Auditor
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 | $4,235 | — | $4,235 | — | — |
| 2023 | $3,675 | — | $3,675 | — | — |
| 2022 | $7,255 | — | $7,255 | — | — |