Plan Snapshot
- Plan Sponsor: Smith Turf & Irrigation, LLC
- Sponsor EIN: 561427762
- Sponsor Address: PO BOX 669388, CHARLOTTE, NC, 28266
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $18.4M
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 | 272 | $18.4M | $391,741 | $1.2M |
| 2023 | 262 | $16.8M | $386,464 | $1.1M |
| 2022 | 264 | $13.8M | $263,519 | $981,707 |
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 |
|---|---|---|---|---|
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER LLP — 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 |
|---|---|---|---|---|---|
| 2024 | $102,089 | $23,522 | $56,790 | — | — |
| 2023 | $102,353 | $18,036 | $67,620 | — | — |
| 2022 | $100,137 | $17,675 | $66,049 | — | $16,413 |