Plan Snapshot
- Plan Sponsor: Smyth Companies, LLC
- Sponsor EIN: 900743685
- Sponsor Address: 1675 MEADOWVIEW RD STE 400, EAGAN, MN, 551214504
- Plan Type: 401(k)
- Total Participants: 542
- Total Assets: $51.0M
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 | 542 | $51.0M | $709,928 | $2.7M |
| 2023 | 485 | $47.7M | $735,727 | $2.6M |
| 2022 | 492 | $43.5M | $732,817 | $2.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $70,741 | — | $70,741 |
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT ADVISORY | $49,963 | $37 | $50,000 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT ADVISORY
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,741
- Estimated Expense Ratio: 0.237% 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 | $123,318 | $49,963 | $73,355 | — | — |
| 2023 | $108,605 | $49,963 | $58,642 | — | — |
| 2022 | $98,707 | $2,219 | $96,488 | — | — |