Plan Snapshot
- Plan Sponsor: Sms Infocomm Corporation
- Sponsor EIN: 742777490
- Sponsor Address: 4051 N HIGHWAY 121, SUITE 100, GRAPEVINE, TX, 76051
- Plan Type: 401(k)
- Total Participants: 1,048
- Total Assets: $37.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,048 | $37.2M | $851,095 | $1.6M |
| 2023 | 865 | $31.7M | $790,079 | $1.4M |
| 2022 | 758 | $29.8M | $895,513 | $1.8M |
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 |
|---|---|---|---|---|
| LOREN D. STARK COMPANY | THIRD PARTY ADMINISTRATO | — | $16,562 | $16,562 |
| TURNER STONE AND COMPANY, LLP | SERVICE PROVIDER | $11,500 | — | $11,500 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $5,566 | — | $5,566 |
| MORNINGSTAR | INVESTMENT ADVISORY | — | $5,170 | $5,170 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TURNER STONE AND COMPANY, LLP — SERVICE PROVIDER
- MORNINGSTAR — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,798
- Estimated Expense Ratio: 0.104% 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 | $38,117 | — | $38,117 | — | — |
| 2023 | $48,137 | — | $48,137 | — | — |
| 2022 | $40,194 | — | — | — | $40,194 |