# Smithgroup Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/smithgroup-companies-inc-401k-plan

> Smithgroup Companies, INC.'s 401(k) plan: 1,547 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smithgroup Companies, INC.

- **Sponsor EIN:** 382247428

- **Sponsor Address:** 500 GRISWOLD ST. SUITE 1700, DETROIT, MI, 48226

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

- **Total Participants:** 1,547

- **Total Assets:** $335.3M

## 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|1,547|$335.3M|$6.5M|$18.0M|

| 2023|1,404|$290.4M|$7.0M|$15.4M|

| 2022|1,352|$232.3M|$1.8M|$13.3M|

## 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|

| GREGORY J SCHWARTZ & COMPANY INC|INVESTMENT ADVISOR|$294,986|—|$294,986|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$142,177|—|$142,177|

| PLANTE & MORAN PLLC|AUDITOR|$17,500|—|$17,500|

| PLANTE & MORAN|Auditor|$17,500|—|$17,500|

### Verified Provider Profiles

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

- [PLANTE & MORAN](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $472,163

- **Estimated Expense Ratio:** 0.141% 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|$454,663|$294,986|—|$17,500|—|

| 2023|$448,805|$294,916|—|$17,500|—|

| 2022|$404,648|—|$404,648|—|—|

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