# Symmes Maini & Mckee Assoc. INC. 401(k) Plan
Source: https://planprovider.pro/companies/symmes-maini-mckee-assoc-inc-401k-plan

> Symmes Maini & Mckee Assoc. INC.'s 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Symmes Maini & Mckee Assoc. INC.

- **Sponsor EIN:** 042745179

- **Sponsor Address:** 1000 MASSACHUSETTS AVE., CAMBRIDGE, MA, 02138

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

- **Total Participants:** 209

- **Total Assets:** $63.2M

## 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|209|$63.2M|$866,742|$2.4M|

| 2023|191|$56.0M|$1.2M|$2.3M|

| 2022|210|$47.3M|$778,082|$2.1M|

## 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|

| J ALDEN ASSOCIATES INC|BROKER/ADVISER|—|$119,044|$119,044|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$90,829|—|$90,829|

| THE PARAGON ALLIANCE GROUP LLC|CONTRACT ADMIN|$15,018|$22,970|$37,988|

| KING MCNAMARA AND MORIARTY LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $247,861

- **Estimated Expense Ratio:** 0.392% 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|$89,286|—|$89,286|—|—|

| 2023|$1,121|—|$1,121|—|—|

| 2022|$625|—|$625|—|—|

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