Senior Management Advisors 401(k) match, vesting and fees
What Senior Management Advisors' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Maloney + Novotny (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Senior Management Advisors: employer contribution per participant | $1,167 | |
| Peer median | $1,680 |
| Senior Management Advisors: average balance | $42,901 | |
| Peer median | $52,722 |
| Senior Management Advisors: admin expenses ÷ assets | 1.20% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.8M at the end of plan year 2023 to $6.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 724 | $6.7M | $182K | $1,167 | 1.20% | Not published | Form 5500 ↗ |
| 2023 | 1,145 | $5.8M | $133K | $602 | 0.87% | Not published | Form 5500 ↗ |
Other Senior Management Advisors plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sma Multiple-Employer Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Assurance Dimensions (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Senior Management Advisors match 401(k) contributions?
The match terms for the Sma Multiple-Employer Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $182K in employer contributions, about $1,167 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Senior Management Advisors 401(k) match vested?
The vesting schedule for the Sma Multiple-Employer Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Senior Management Advisors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Senior Management Advisors, Inc..
I left Senior Management Advisors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Senior Management Advisors, Inc., (727) 726-3980) or the recordkeeper, Principal Life Insurance Company. The Senior Management Advisors old 401(k) page lists the contacts from every plan filing. Find an old Senior Management Advisors 401(k)
Data from the public Form 5500 annual reports Senior Management Advisors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Senior Management Advisors. Not financial advice. Report a correction · Methodology