Plan Snapshot
- Plan Sponsor: Sms Data Products Group, INC.
- Sponsor EIN: 541039383
- Sponsor Address: 8484 WESTPARK DR STE 620, MC LEAN, VA, 221023590
- Plan Type: 401(k)
- Total Participants: 627
- Total Assets: $84.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 627 | $84.3M | $1.3M | $6.2M |
| 2023 | 635 | $78.0M | $1.5M | $6.3M |
| 2022 | 689 | $63.1M | $1.7M | $6.2M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $98 | — | $98 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98
- Estimated Expense Ratio: 0.000% 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 | $146,997 | — | $146,899 | $98 | — |
| 2023 | $143,277 | — | $143,277 | — | — |
| 2022 | $164,969 | — | $147,469 | — | $17,500 |