Smith Home Care 401(k) match, vesting and fees
What Smith Home Care'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 | Mun Cpas LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Smith Home Care: employer contribution per participant | $1,023 | |
| Peer median | $1,440 |
| Smith Home Care: average balance | $6,883 | |
| Peer median | $38,351 |
| Smith Home Care: admin expenses ÷ assets | 1.28% | |
| Peer median | 0.47% |
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 $107K at the end of plan year 2022 to $1.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 179 | $1.1M | $166K | $1,023 | 1.28% | Not published | Form 5500 ↗ |
| 2024 | 216 | $798K | $171K | $904 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 151 | $402K | $102K | $781 | 0.46% | Not published | 5500-SF ↗ |
| 2022 | 96 | $107K | $29K | $442 | 0.07% | Not published | 5500-SF ↗ |
Common questions
Does Smith Home Care match 401(k) contributions?
The match terms for the Smith Home Care 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $166K in employer contributions, about $1,023 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Smith Home Care 401(k) match vested?
The vesting schedule for the Smith Home Care 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Smith Home Care 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is ADP, Inc.. The plan administrator is Smith Home Care LLC.
I left Smith Home Care. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Smith Home Care LLC, (405) 531-4089) or the recordkeeper, ADP, Inc.. The Smith Home Care old 401(k) page lists the contacts from every plan filing. Find an old Smith Home Care 401(k)
Data from the public Form 5500 annual reports Smith Home Care filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) 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 Home Care. Not financial advice. Report a correction · Methodology