# Southern Marketing Affiliates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-marketing-affiliates-inc-401k-plan

> Southern Marketing Affiliates, INC.'s 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Marketing Affiliates, INC.

- **Sponsor EIN:** 710356499

- **Sponsor Address:** P.O. BOX 2247, JONESBORO, AR, 724022247

- **Plan Type:** 401(k)

- **Total Participants:** 125

- **Total Assets:** $13.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|125|$13.6M|$370,495|$653,482|

| 2023|112|$12.6M|$395,322|$647,481|

| 2022|123|$10.6M|$358,071|$587,226|

## 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|

| HCJ CPAS & ADVISORS, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HCJ CPAS & ADVISORS, PLLC](https://planprovider.pro/provider/hcj-cpas-and-advisors-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$48,700|—|$39,939|—|—|

| 2023|$59,209|—|$48,619|—|—|

| 2022|$55,307|—|$55,307|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-marketing-affiliates-inc-401k-plan)

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