Smith and Howard Advisory 401(k) match, vesting and fees
What Smith and Howard Advisory's 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 | John Hancock Life Ins Co | Schedule C ↗ |
| Independent auditor | Aafcpas, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Smith and Howard Advisory: employer contribution per participant | $3,545 | |
| Peer median | $2,521 |
| Smith and Howard Advisory: average balance | $152,331 | |
| Peer median | $75,833 |
| Smith and Howard Advisory: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $56.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 419 | $56.5M | $1.3M | $3,545 | 0.10% | Not published | Form 5500 ↗ |
Common questions
Does Smith and Howard Advisory match 401(k) contributions?
The match terms for the Smith and Howard Advisory LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $3,545 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Smith and Howard Advisory 401(k) match vested?
The vesting schedule for the Smith and Howard Advisory LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Smith and Howard Advisory 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Ins Co. The plan administrator is Smith and Howard Advisory LLC.
I left Smith and Howard Advisory. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Smith and Howard Advisory LLC, (404) 874-6244) or the recordkeeper, John Hancock Life Ins Co. The Smith and Howard Advisory old 401(k) page lists the contacts from every plan filing. Find an old Smith and Howard Advisory 401(k)
Data from the public Form 5500 annual reports Smith and Howard Advisory filed with the U.S. Department of Labor (plan years 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 Smith and Howard Advisory. Not financial advice. Report a correction · Methodology