Plan Snapshot
- Plan Sponsor: Smiths Group Services Corporation
- Sponsor EIN: 223015350
- Sponsor Address: 25 MASSACHUSETTS AVENUE NW, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Total Participants: 6,215
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6,215 | $1.0B | $15.8M | $25.0M |
| 2023 | 4,550 | $923.4M | $15.5M | $23.4M |
| 2022 | 5,382 | $824.3M | $22.4M | $32.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $190,835 | — | $190,835 |
| CAPTRUST | INVESTMENT ADVISOR | $90,000 | — | $90,000 |
| KREISCHER MILLER | ACCOUNTANT/AUDITOR | $55,021 | — | $55,021 |
| KILPATRICK TOWNSEND | ATTORNEY/LEGAL | $10,632 | — | $10,632 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CAPTRUST — INVESTMENT ADVISOR
- KREISCHER MILLER — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $346,488
- Estimated Expense Ratio: 0.035% 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 | $346,090 | — | — | $55,021 | — |
| 2023 | $403,886 | $90,000 | — | $52,771 | — |
| 2022 | $584,829 | — | — | — | — |