Plan Snapshot
- Plan Sponsor: Smith Seckman Reid, INC.
- Sponsor EIN: 620791037
- Sponsor Address: 2995 SIDCO DRIVE, NASHVILLE, TN, 37204
- Plan Type: 401(k)
- Total Participants: 545
- Total Assets: $105.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 545 | $105.1M | $0 | $0 |
| 2024 | 513 | $96.2M | $0 | $0 |
| 2023 | 468 | $88.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| KENDRA G. MELNYK, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KENDRA G. MELNYK, CPA — 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 |
|---|---|---|---|---|---|
| 2025 | $51,587 | $12,316 | $300 | — | — |
| 2024 | $57,277 | $12,143 | $600 | — | — |
| 2023 | $60,289 | $11,268 | — | — | — |