# Society Of Manufacturing Engineers 403(b) Plan
Source: https://planprovider.pro/companies/society-of-manufacturing-engineers-380298770-002

> Society Of Manufacturing Engineers&#39;s 403(b) plan: 236 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Society Of Manufacturing Engineers

- **Sponsor EIN:** 380298770

- **Sponsor Address:** 1000 TOWN CENTER, SOUTHFIELD, MI, 48075

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 236

- **Total Assets:** $43.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|236|$43.7M|$1.3M|$2.0M|

| 2023|213|$37.0M|$1.1M|$1.8M|

| 2022|195|$30.9M|$1.0M|$1.6M|

## 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|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$10,356|—|$10,356|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,356

- **Estimated Expense Ratio:** 0.024% 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|$11,144|$10,356|—|—|—|

| 2023|$12,046|$11,133|—|—|—|

| 2022|$9,441|$8,628|—|—|—|

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