# Smith Management Company 401(k) Plan
Source: https://planprovider.pro/companies/smith-management-company-401k-plan-001

> Smith Management Company's 401(k) plan: 27 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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