Smith Monroe Gray Engineers, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Smith Monroe Gray Engineers, INC.
  • Sponsor EIN: 930593065
  • Sponsor Address: 8625 SW CASCADE AVE., SUITE 600, BEAVERTON, OR, 970087199
  • Plan Type: 401(k)
  • Total Participants: 36
  • Total Assets: $7.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202436$7.0M$70,080$433,684
202335$6.9M$64,042$423,818
202229$5.5M$57,146$381,416

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