Plan Ledger DOL Form 5500 · updated monthly

Smith-Emery International, Inc.401(k)

SMITH-EMERY INTERNATIONAL, INC. 401K PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

Smith-Emery International, Inc. reported $54,989 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,658th-largest of 9,483 plans among California employers on file, and 6,950th of 11,654 in professional & technical services. active participation has grown from 138 to 159 since 2022.

Plan summary
Net assets, end of year$13,531,049
Participants with balances199
Active participants159
Employer contributions—
Employee contributions$580,517
Employer contribution per active participant—
Average account balance$67,995
Benefits paid to participants$1,049,786
Plan auditUnmodified (clean) audit opinion
AuditorLUCAS,HORFALL,MURPHY,&PINDROH,LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 199 accts
2023$12.8M · 186 accts
2022$11.4M · 212 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,989
Total administrative$54,989
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$39,057
INDEPENDENT FINANCIAL GROUP LLCindirect comp
ACTUARIAL BENEFITS CORP. · Contract administratorindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$54,989 · 0.42%
2023$51,785 · 0.43%
2022$54,842 · 0.43%
All plans at this employer2
SMITH-EMERY INTERNATIONAL, INC. 401K PLAN401(k)
SMITH-EMERY INTERNATIONAL, INC. UNION 401K PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 953072721 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.