Plan Snapshot
- Plan Sponsor: Smooth-On, INC.
- Sponsor EIN: 221290880
- Sponsor Address: 5600 LOWER MACUNGIE RD, MACUNGIE, PA, 18062
- Plan Type: 401(k)
- Total Participants: 246
- Total Assets: $30.1M
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 | 246 | $30.1M | $930,976 | $1.6M |
| 2023 | 254 | $25.0M | $909,268 | $1.5M |
| 2022 | 242 | $19.4M | $900,637 | $1.4M |
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 |
|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | NONE | $37,021 | — | $37,021 |
| ASCENSUS LLC | NONE | $36,718 | — | $36,718 |
| BUCKNO LISICKY & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BUCKNO LISICKY & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,739
- Estimated Expense Ratio: 0.245% 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 | $73,739 | $37,021 | $36,718 | — | — |
| 2023 | $68,468 | $29,464 | $39,004 | — | — |
| 2022 | $77,120 | $28,495 | $48,625 | — | — |