Plan Snapshot
- Plan Sponsor: The Smead Manufacturing Company
- Sponsor EIN: 410543420
- Sponsor Address: 600 SMEAD BLVD, HASTINGS, MN, 55033
- Plan Type: 401(k)
- Total Participants: 519
- Total Assets: $119.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 519 | $119.2M | $104,210 | $3.0M |
| 2023 | 573 | $118.4M | $578,925 | $2.9M |
| 2022 | 569 | $108.6M | $1.1M | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $70,156 | — | $70,156 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $56,141 | — | $56,141 |
| CLIFTON, LARSON, ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON, LARSON, ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,297
- Estimated Expense Ratio: 0.106% 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 | $126,297 | $56,141 | — | — | — |
| 2023 | $126,436 | $53,869 | — | — | — |
| 2022 | $136,601 | $56,688 | $79,913 | — | — |