Plan Snapshot
- Plan Sponsor: Smith Home Care LLC
- Sponsor EIN: 822192286
- Sponsor Address: 4045 NW 64TH ST.,, OKLAHOMA CITY, OK, 73116
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 179
- Total Assets: $1.1M
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. |
|---|---|---|---|---|
| 2025 | 179 | $1.1M | $0 | $0 |
| 2024 | 168 | $798,240 | $170,871 | $301,117 |
| 2023 | 121 | $402,007 | $101,524 | $189,490 |
| 2022 | 86 | $107,134 | $28,720 | $80,140 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $12,229 | — | $12,229 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,229
- Estimated Expense Ratio: 1.097% 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 |
|---|---|---|---|---|---|
| 2025 | $308,406 | — | — | — | — |
| 2024 | $2,086 | — | — | — | — |
| 2023 | $41,003 | — | — | — | — |
| 2022 | $2,988 | — | — | — | — |