# Smith Senior Living 401(k) Plan
Source: https://planprovider.pro/companies/smith-senior-living-364335178-003

> Smith Senior Living's 401(k) plan: 537 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith Senior Living

- **Sponsor EIN:** 364335178

- **Sponsor Address:** 2320 W. 113TH PLACE, CHICAGO, IL, 60643

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

- **Plan Number:** 003

- **Total Participants:** 537

- **Total Assets:** $16.7M

## 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|537|$16.7M|$401,535|$707,062|

| 2023|539|$15.3M|$376,705|$662,304|

| 2022|541|$13.5M|$342,389|$636,398|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Other Service Provider|$39,921|—|$39,921|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,921

- **Estimated Expense Ratio:** 0.239% 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|$39,921|—|$39,921|—|—|

| 2023|$41,949|—|$41,949|—|—|

| 2022|$38,601|—|$38,601|—|—|

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