Smith Bagley, Inc. DBA Cellular 401(k) match, vesting and fees
What Smith Bagley, Inc. DBA Cellular'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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Smith Bagley, Inc. DBA Cellular: employer contribution per participant | $2,498 | |
| Peer median | $2,188 |
| Smith Bagley, Inc. DBA Cellular: average balance | $90,147 | |
| Peer median | $63,883 |
| Smith Bagley, Inc. DBA Cellular: admin expenses ÷ assets | 0.22% | |
| 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 went from $16.4M at the end of plan year 2021 to $15.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 182 | $15.9M | $440K | $2,498 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 197 | $14.6M | $481K | $2,507 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 198 | $12.4M | $451K | $2,311 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 194 | $16.4M | $432K | $2,261 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Smith Bagley, Inc. DBA Cellular match 401(k) contributions?
The match terms for the Smith Bagley, Inc. DBA Cellular One 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $440K in employer contributions, about $2,498 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Smith Bagley, Inc. DBA Cellular 401(k) match vested?
The vesting schedule for the Smith Bagley, Inc. DBA Cellular One 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Smith Bagley, Inc. DBA Cellular 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Smith Bagley, Inc. DBA Cellular.
I left Smith Bagley, Inc. DBA Cellular. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Smith Bagley, Inc. DBA Cellular, (928) 537-0375) or the recordkeeper, ADP, Inc.. The Smith Bagley, Inc. DBA Cellular old 401(k) page lists the contacts from every plan filing. Find an old Smith Bagley, Inc. DBA Cellular 401(k)
Data from the public Form 5500 annual reports Smith Bagley, Inc. DBA Cellular 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 Smith Bagley, Inc. DBA Cellular. Not financial advice. Report a correction · Methodology