Plan Snapshot
- Plan Sponsor: Smrt, INC.
- Sponsor EIN: 010384169
- Sponsor Address: P.O. BOX 618, PORTLAND, ME, 04104
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $31.6M
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 | 127 | $31.6M | $651,977 | $1.8M |
| 2023 | 130 | $27.1M | $622,472 | $1.6M |
| 2022 | 120 | $22.2M | $886,212 | $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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, 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 | $2,262 | $32,000 | — | — | — |
| 2023 | $5,658 | — | $5,658 | — | — |
| 2022 | $20,169 | — | — | — | $20,169 |