# Smith & Wesson Brands, INC. 401(k) Plan
Source: https://planprovider.pro/companies/smith-wesson-brands-inc-870543688-002

> Smith & Wesson Brands, INC.'s 401(k) plan: 1,417 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smith & Wesson Brands, INC.

- **Sponsor EIN:** 870543688

- **Sponsor Address:** 1852 PROFFITT SPRINGS RD, MARYVILLE, TN, 37801

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

- **Plan Number:** 002

- **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.|

| 2024|1,417|$256.9M|$7.0M|$6.9M|

| 2023|1,506|$259.6M|$11.7M|$7.3M|

| 2022|1,580|$238.5M|$11.1M|$7.3M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$200,618|—|$200,618|

| MORGAN STANLEY|Investment Advisor|$35,000|—|$35,000|

| MEYERS BROTHERS KALICKA, PC|Auditor|$21,850|—|$21,850|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $257,468

- **Estimated Expense Ratio:** 0.100% 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|$257,468|$35,000|—|$21,850|—|

| 2023|$326,705|$87,500|—|$18,500|—|

| 2022|$294,531|$52,500|—|—|$16,750|

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