# Smith Protective Management 401(k) Plan
Source: https://planprovider.pro/companies/smith-protective-management-752426028-501

> Smith Protective Management&#39;s 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith Protective Management

- **Sponsor EIN:** 752426028

- **Sponsor Address:** P.O. BOX 803029, DALLAS, TX, 75380

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 139

- **Total Assets:** $203,365

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|139|$203,365|$0|$99,691|

| 2023|120|$239,663|$0|$88,130|

| 2022|95|$257,757|$0|$33,927|

## 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|

| GROUP & PENSION ADMINISTRATORS, INC|Other Service Provider|$145,976|—|$145,976|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $145,976

- **Estimated Expense Ratio:** 71.780% of plan assets

### 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|$145,976|—|$145,976|—|—|

| 2023|$117,167|—|$117,167|—|—|

| 2022|$39,365|—|$39,365|—|—|

## Similar Plans

- [The Allstate Corporation](https://planprovider.pro/companies/the-allstate-corporation-401k-plan) — 39,454 participants

- [The Allstate Corporation](https://planprovider.pro/companies/the-allstate-corporation-plan) — 33,238 participants

- [Quanta Services Management Partnership, L.P.](https://planprovider.pro/companies/quanta-services-management-partnership-l-p-760574732-501) — 29,938 participants

- [Aimbridge Parent, INC.](https://planprovider.pro/companies/aimbridge-parent-inc-463701803-501) — 25,362 participants

- [Keurig Dr. Pepper, INC](https://planprovider.pro/companies/keurig-dr-pepper-inc-980517725-502) — 22,684 participants

- [Vistra Operations Company LLC](https://planprovider.pro/companies/vistra-operations-company-llc-401k-plan) — 6,759 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/smith-protective-management-752426028-501)

&copy; 2026 PlanProvider.Pro
