Plan Snapshot
- Plan Sponsor: Smith Micro Software, INC.
- Sponsor EIN: 330029027
- Sponsor Address: 5800 CORPORATE DRIVE, 5TH FLOOR, PITTSBURGH, PA, 15237
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $33.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 91 | $33.8M | $229,812 | $1.4M |
| 2023 | 134 | $33.3M | $312,012 | $1.7M |
| 2022 | 190 | $28.6M | $342,814 | $2.0M |
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 TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $77,366 | $4,045 | $71,721 | — | — |
| 2023 | $66,883 | $4,702 | $61,181 | — | — |
| 2022 | $80,820 | — | — | — | — |