# Smith Freed & Eberhard, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/smith-freed-eberhard-p-c-401k-plan

> Smith Freed & Eberhard, P.C.'s 401(k) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith Freed & Eberhard, P.C.

- **Sponsor EIN:** 930944667

- **Sponsor Address:** 111 SW COLUMBIA STREET, SUITE 800, PORTLAND, OR, 97201

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

- **Total Participants:** 66

- **Total Assets:** $12.8M

## 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|66|$12.8M|$245,982|$577,528|

| 2023|67|$10.9M|$222,005|$543,356|

| 2022|62|$9.0M|$204,508|$484,887|

## 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|

| CABLE HILL PARTNERS|INVESTMENT ADVISOR|$31,398|—|$31,398|

| WORTHY & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WORTHY & COMPANY, LLC](https://planprovider.pro/provider/worthy-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,398

- **Estimated Expense Ratio:** 0.245% 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|$70,659|$31,398|$37,161|—|—|

| 2023|$61,873|$25,840|$31,408|—|—|

| 2022|$52,556|$23,586|$27,870|—|—|

## Similar Plans

- [Schwabe, Williamson & Wyatt, P.C.](https://planprovider.pro/companies/schwabe-williamson-wyatt-p-c-plan-001) — 311 participants

- [Stoel Rives LLP](https://planprovider.pro/companies/stoel-rives-llp-plan-333) — 650 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/smith-freed-eberhard-p-c-401k-plan)

© 2026 PlanProvider.Pro