Plan Snapshot
- Plan Sponsor: Smith & Wesson Brands, INC.
- Sponsor EIN: 870543688
- Sponsor Address: 1852 PROFFITT SPRINGS RD, MARYVILLE, TN, 37801
- Plan Type: 401(k)
- Total Participants: 1,417
- Total Assets: $256.9M
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 | 1,417 | $256.9M | $0 | $0 |
| 2024 | 1,506 | $259.6M | $0 | $0 |
| 2023 | 1,580 | $238.5M | $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 |
|---|---|---|---|---|
| COULTER & JUSTUS | Auditor | $21,850 | — | $21,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,850
- Estimated Expense Ratio: 0.009% 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 |
|---|---|---|---|---|---|
| 2025 | $257,468 | $35,000 | — | $21,850 | — |
| 2024 | $326,705 | $87,500 | — | $18,500 | — |
| 2023 | $294,531 | $52,500 | — | — | $16,750 |