# Smith-Rowe, LLC 401(k) Plan
Source: https://planprovider.pro/companies/smith-rowe-llc-401k-plan

> Smith-Rowe, LLC's 401(k) plan: 340 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith-Rowe, LLC

- **Sponsor EIN:** 273317950

- **Sponsor Address:** 639 OLD US HIGHWAY 52 SOUTH, MOUNT AIRY, NC, 27030

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

- **Total Participants:** 340

- **Total Assets:** $9.4M

## 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

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

| 2024|340|$9.4M|$879,717|$793,444|

| 2023|256|$7.0M|$440,238|$580,164|

| 2022|253|$5.4M|$388,437|$521,273|

## 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|

| OSAIC FA INC|ADVISOR|$22,934|—|$22,934|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$21,498|—|$21,498|

| SMITH AND HOWARD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [OSAIC FA INC](https://planprovider.pro/provider/lincoln-financial-group) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,432

- **Estimated Expense Ratio:** 0.475% 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|$45,477|$23,979|—|—|—|

| 2023|$12,084|$4,812|—|—|—|

| 2022|$8,229|$1,200|—|—|—|

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