Plan Snapshot
- Plan Sponsor: Smithville Telephone Company, INC.
- Sponsor EIN: 350666710
- Sponsor Address: P.O. BOX 728, ELLETTSVILLE, IN, 474290728
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $8.8M
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 | 170 | $8.8M | $271,100 | $795,406 |
| 2023 | 160 | $7.4M | $235,947 | $692,805 |
| 2022 | 144 | $6.1M | $161,471 | $640,832 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $22,042 | $19,917 | $350 | — | — |
| 2023 | $17,866 | $16,491 | — | — | — |
| 2022 | $17,340 | $15,840 | $350 | — | $1,150 |