Smart Modular Technologies 401(k) match, vesting and fees
What Smart Modular Technologies' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (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 1,622 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Smart Modular Technologies: employer contribution per participant | $4,084 | |
| Peer median | $2,413 |
| Smart Modular Technologies: average balance | $180,485 | |
| Peer median | $86,434 |
| Smart Modular Technologies: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.12% |
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 $192M at the end of plan year 2023 to $217M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,235 | $217M | $4.9M | $4,084 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 1,267 | $192M | $5.5M | $4,383 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Smart Modular Technologies match 401(k) contributions?
The match terms for the Smart Modular Technologies 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $4.9M in employer contributions, about $4,084 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Smart Modular Technologies 401(k) match vested?
The vesting schedule for the Smart Modular Technologies 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Smart Modular Technologies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Smart Modular Technologies, Inc..
I left Smart Modular Technologies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Smart Modular Technologies, Inc., (510) 902-4859) or the recordkeeper, Fidelity Investments Institutional. The Smart Modular Technologies old 401(k) page lists the contacts from every plan filing. Find an old Smart Modular Technologies 401(k)
Data from the public Form 5500 annual reports Smart Modular Technologies filed with the U.S. Department of Labor (plan years 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 Smart Modular Technologies. Not financial advice. Report a correction · Methodology