# Smith Home Care LLC 401(k) Plan
Source: https://planprovider.pro/companies/smith-home-care-llc-401k-plan

> Smith Home Care LLC's 401(k) plan: 168 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 168

- **Total Assets:** $798,240

## 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|168|$798,240|$170,871|$301,117|

| 2023|130|$402,007|$101,524|$189,490|

| 2022|65|$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|

| MUN CPA'S LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MUN CPA'S LLC](https://planprovider.pro/provider/mun-cpas-llp) — 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|$2,086|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Carter Healthcare,LLC](https://planprovider.pro/companies/carter-healthcare-llc-401k-plan) — 169 participants

- [Specialty Care Pediatrics, INC.](https://planprovider.pro/companies/speciality-care-pediatrics-inc-401k-plan) — 182 participants

- [Accentra Capital, LLC](https://planprovider.pro/companies/accentra-capital-llc-401k-plan) — 103 participants

- [Cherokee Nation Home Health](https://planprovider.pro/companies/cherokee-nation-home-health-plan) — 95 participants

- [The Winters Group LLC](https://planprovider.pro/companies/the-winters-group-llc-401k-plan) — 282 participants

- [Pm Angels, INC.](https://planprovider.pro/companies/pm-angels-inc-plan) — 33 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/smith-home-care-llc-401k-plan)

© 2026 PlanProvider.Pro