Plan Snapshot
- Plan Sponsor: Smoothstack, INC.
- Sponsor EIN: 831216533
- Sponsor Address: 8200 GREENSBORO DR., MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $1.7M
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 | 147 | $1.7M | $34,356 | $523,623 |
| 2023 | 144 | $1.2M | $45,996 | $509,185 |
| 2022 | 202 | $614,431 | $0 | $484,129 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $17,574 | — | $17,574 |
| ALEXANDER & WILLIAMS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- ALEXANDER & WILLIAMS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,574
- Estimated Expense Ratio: 1.043% 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 | $3,742 | — | — | — | — |
| 2023 | $16,443 | $1 | — | — | — |
| 2022 | $8,266 | — | — | — | — |