# Smith Seckman Reid, INC. 401(k) Plan
Source: https://planprovider.pro/companies/smith-seckman-reid-inc-620791037-001

> Smith Seckman Reid, INC.'s 401(k) plan: 545 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith Seckman Reid, INC.

- **Sponsor EIN:** 620791037

- **Sponsor Address:** 2995 SIDCO DRIVE, NASHVILLE, TN, 37204

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

- **Plan Number:** 001

- **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.|

| 2024|545|$105.1M|$0|$6.0M|

| 2023|513|$96.2M|$0|$5.3M|

| 2022|468|$88.1M|$6|$4.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$39,271|—|$39,271|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$12,316|—|$12,316|

### Verified Provider Profiles

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

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,587

- **Estimated Expense Ratio:** 0.049% 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|$51,587|$12,316|$300|—|—|

| 2023|$57,277|$12,143|$600|—|—|

| 2022|$60,289|$11,268|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/smith-seckman-reid-inc-620791037-001)

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