Smithville Telephone 401(k) match, vesting and fees
What Smithville Telephone'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 | Capital Group Retirement Plan Servi | 2023 Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Smithville Telephone: employer contribution per participant | $1,174 | |
| Peer median | $2,188 |
| Smithville Telephone: average balance | $38,088 | |
| Peer median | $63,883 |
| Smithville Telephone: admin expenses ÷ assets | 0.27% | |
| 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 $7.3M at the end of plan year 2021 to $8.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 240 | $8.8M | $271K | $1,174 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 234 | $7.4M | $236K | $1,058 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 214 | $6.1M | $161K | $784 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 204 | $7.3M | $109K | $562 | 0.26% | Not published | Form 5500 ↗ |
Other Smithville Telephone plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Smithville Telephone Company, Inc. Pension 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.
| Independent auditor | Forvis Mazars (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Smithville Telephone match 401(k) contributions?
The match terms for the Smithville Telephone Company, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $271K in employer contributions, about $1,174 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Smithville Telephone 401(k) match vested?
The vesting schedule for the Smithville Telephone Company, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Smithville Telephone 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Capital Group Retirement Plan Servi. The plan administrator is Smithville Telephone Company, Inc..
I left Smithville Telephone. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Smithville Telephone Company, Inc., (812) 876-2211) or the recordkeeper, Capital Group Retirement Plan Servi. The Smithville Telephone old 401(k) page lists the contacts from every plan filing. Find an old Smithville Telephone 401(k)
Data from the public Form 5500 annual reports Smithville Telephone 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 Smithville Telephone. Not financial advice. Report a correction · Methodology