# Sms Holdings Corp. 401(k) Plan
Source: https://planprovider.pro/companies/sms-holdings-corp-401k-plan

> Sms Holdings Corp.'s 401(k) plan: 4,006 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sms Holdings Corp.

- **Sponsor EIN:** 260050650

- **Sponsor Address:** 7135 CHARLOTTE PIKE STE 100, NASHVILLE, TN, 37209

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

- **Total Participants:** 4,006

- **Total Assets:** $8.6M

## 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|4,006|$8.6M|$9,425|$1.6M|

| 2023|3,602|$7.5M|$8,948|$1.5M|

| 2022|3,330|$5.9M|$8,157|$1.3M|

## 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|$97,457|—|$97,457|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$26,198|$4,253|$30,451|

| JASON UNDERWOOD CPA PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [JASON UNDERWOOD CPA PLLC](https://planprovider.pro/provider/jason-underwood-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $127,908

- **Estimated Expense Ratio:** 1.494% 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|$123,657|$26,199|—|—|—|

| 2023|$112,060|$21,065|—|—|—|

| 2022|$98,204|—|—|—|—|

## Similar Plans

- [Consolidated Nuclear Security, LLC](https://planprovider.pro/companies/consolidated-nuclear-security-llc-plan-001) — 2,368 participants

- [Ucor LLC](https://planprovider.pro/companies/ucor-llc-401k-plan) — 1,268 participants

- [Consolidated Nuclear Security, LLC](https://planprovider.pro/companies/consolidated-nuclear-security-llc-401k-plan-009) — 6,816 participants

- [Key Rehabilitation INC](https://planprovider.pro/companies/key-rehabilitation-inc-401k-plan) — 308 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sms-holdings-corp-401k-plan)

© 2026 PlanProvider.Pro