Plan Snapshot
- Plan Sponsor: Surface Mount Technology Corporation
- Sponsor EIN: 391884929
- Sponsor Address: 5660 TECHNOLOGY CIRCLE, APPLETON, WI, 549148405
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $6.0M
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 | 165 | $6.0M | $79,389 | $601,501 |
| 2023 | 165 | $4.6M | $64,181 | $494,392 |
| 2022 | 141 | $3.7M | $52,115 | $375,480 |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — 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 | $30,321 | $18,920 | $11,346 | — | — |
| 2023 | $24,096 | $15,615 | $8,424 | — | — |
| 2022 | $24,196 | $15,926 | $8,270 | — | — |