# Smith,Haughey,Rice And Roegge, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/smith-haughey-rice-and-roegge-p-c-401k-plan

> Smith,Haughey,Rice And Roegge, P.C.'s 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith,Haughey,Rice And Roegge, P.C.

- **Sponsor EIN:** 382234596

- **Sponsor Address:** 100 MONROE CENTER NW, GRAND RAPIDS, MI, 49503

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

- **Total Participants:** 104

- **Total Assets:** $40.5M

## 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|104|$40.5M|$224,456|$1.2M|

| 2023|107|$39.9M|$239,343|$1.0M|

| 2022|116|$35.3M|$226,497|$1.0M|

## 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|

| BAKER HOLTZ|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|$106,532|$103,912|—|—|—|

| 2023|$91,780|$89,345|—|—|—|

| 2022|$94,179|—|—|—|$94,179|

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