# Sms Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/sms-group-inc-401k-plan

> Sms Group INC.'s 401(k) plan: 1,171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sms Group INC.

- **Sponsor EIN:** 250912177

- **Sponsor Address:** 100 SANDUSKY STREET, PITTSBURGH, PA, 15212

- **Plan Type:** 401(k)

- **Total Participants:** 1,171

- **Total Assets:** $167.0M

## 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|1,171|$167.0M|$3.2M|$8.0M|

| 2023|1,042|$150.2M|$3.0M|$7.5M|

| 2022|1,006|$132.5M|$2.9M|$7.2M|

## 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|

| BDO USA, P.C.|Auditor|$26,000|—|$26,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,000

- **Estimated Expense Ratio:** 0.016% 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|$157,818|$17,398|$2,700|$26,000|—|

| 2023|$127,755|$15,813|—|$24,425|—|

| 2022|$85,321|$13,229|—|—|—|

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