Smith Brothers Holdings 401(k) match, vesting and fees
What Smith Brothers Holdings' 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 | Baker Tilly US, LLP (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 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Smith Brothers Holdings: employer contribution per participant | $3,100 | |
| Peer median | $1,847 |
| Smith Brothers Holdings: average balance | $88,342 | |
| Peer median | $65,512 |
| Smith Brothers Holdings: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.32% |
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 $9.8M at the end of plan year 2021 to $12.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 279 | $12.7M | $446K | $3,100 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 224 | $11M | $451K | $3,110 | 0.55% | Not published | Form 5500 ↗ |
| 2022 | 217 | $9M | $390K | $2,869 | 0.55% | Not published | Form 5500 ↗ |
| 2021 | 211 | $9.8M | $390K | $2,958 | 0.47% | Not published | Form 5500 ↗ |
Other Smith Brothers Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Smith Brothers Holdings Union 401(k) 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Smith Brothers Holdings match 401(k) contributions?
The match terms for the Smith Brothers Farms 401k Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $446K in employer contributions, about $3,100 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Smith Brothers Holdings 401(k) match vested?
The vesting schedule for the Smith Brothers Farms 401k Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Smith Brothers Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Smith Brothers Holdings, Inc..
I left Smith Brothers Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Smith Brothers Holdings, Inc., (503) 452-2122) or the recordkeeper, Fidelity Investments Institutional. The Smith Brothers Holdings old 401(k) page lists the contacts from every plan filing. Find an old Smith Brothers Holdings 401(k)
Data from the public Form 5500 annual reports Smith Brothers Holdings 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 Brothers Holdings. Not financial advice. Report a correction · Methodology