Plan Snapshot
- Plan Sponsor: Smucker Company
- Sponsor EIN: 232375201
- Sponsor Address: 15 NEWPORT ROAD, LEOLA, PA, 17540
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $11.9M
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 | 164 | $11.9M | $411,536 | $430,535 |
| 2023 | 155 | $10.2M | $479,377 | $387,461 |
| 2022 | 151 | $8.1M | $655,006 | $360,505 |
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 |
|---|---|---|---|---|
| VALLEY FORGE PENSION MANAGEMENT | TPA | — | $5,223 | $5,223 |
| SIMON LEVER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIMON LEVER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,223
- Estimated Expense Ratio: 0.044% 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 | $30,756 | $4,793 | $25,418 | — | — |
| 2023 | $24,748 | $4,747 | $19,501 | — | — |
| 2022 | $24,127 | — | — | — | $24,127 |