Plan Snapshot
- Plan Sponsor: Smittys Supply, INC.
- Sponsor EIN: 721000182
- Sponsor Address: 63399 HIGHWAY 51 NORTH, ROSELAND, LA, 70456
- Plan Type: 401(k)
- Total Participants: 359
- Total Assets: $14.4M
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. |
|---|---|---|---|---|
| 2024 | 359 | $14.4M | $637,155 | $1.1M |
| 2023 | 340 | $12.8M | $588,422 | $982,737 |
| 2022 | 317 | $10.7M | $525,906 | $913,483 |
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 |
|---|---|---|---|---|
| WEGMANN DAZET & COMPANY | Auditor | — | — | $0 |
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 | $116,509 | — | $116,509 | — | — |
| 2023 | $87,842 | — | — | — | — |
| 2022 | $80,468 | — | $80,468 | — | — |