Plan Snapshot
- Plan Sponsor: Smithfoods INC.
- Sponsor EIN: 205622082
- Sponsor Address: 1381 DAIRY LANE, ORRVILLE, OH, 44667
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 437 | $24.4M | $767,435 | $1.4M |
| 2023 | 318 | $24.5M | $556,605 | $1.4M |
| 2022 | 335 | $26.2M | $870,277 | $1.8M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $34,607 | — | $34,607 |
| ADP, INC. | RECORD KEEPER | $25,186 | — | $25,186 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,793
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 | $38,264 | — | — | — | — |
| 2024 | $59,794 | $34,607 | — | — | — |
| 2023 | $64,507 | $25,117 | — | — | — |
| 2022 | $65,309 | — | — | — | — |