# Smucker Company 401(k) Plan
Source: https://planprovider.pro/companies/smucker-company-401k-plan

> Smucker Company's 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Wohlsen Construction Company](https://planprovider.pro/companies/wohlsen-construction-company-401k-plan) — 325 participants

- [Mericle Construction, INC.](https://planprovider.pro/companies/mericle-construction-inc-401k-plan) — 328 participants

- [Conewago Holdings, INC.](https://planprovider.pro/companies/conewago-holdings-inc-401k-plan) — 380 participants

- [Rycon Holdings, INC.](https://planprovider.pro/companies/rycon-holdings-inc-plan) — 440 participants

- [Rycon Construction, INC.](https://planprovider.pro/companies/rycon-construction-inc-401k-plan) — 503 participants

- [Worth & Company, INC.](https://planprovider.pro/companies/worth-company-inc-401k-plan) — 530 participants

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

© 2026 PlanProvider.Pro