Plan Snapshot
- Plan Sponsor: Smith Management Company
- Sponsor EIN: 760209406
- Sponsor Address: P.O.BOX 52890, HOUSTON, TX, 77052
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 27 | $12.4M | $298,353 | $477,382 |
| 2023 | 27 | $10.2M | $281,960 | $463,698 |
| 2022 | 30 | $8.1M | $281,230 | $457,224 |