SMS Data Products Group 401(k) match, vesting and fees
What SMS Data Products Group'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Withumsmith+brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| SMS Data Products Group: employer contribution per participant | $1,560 | |
| Peer median | $2,682 |
| SMS Data Products Group: average balance | $124,291 | |
| Peer median | $99,496 |
| SMS Data Products Group: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.18% |
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 $75.7M at the end of plan year 2021 to $84.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 704 | $84.9M | $1.1M | $1,560 | 0.16% | Not published | Form 5500 ↗ |
| 2024 | 857 | $84.3M | $1.3M | $1,588 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 887 | $78M | $1.5M | $1,782 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 924 | $63.1M | $1.7M | $1,887 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 920 | $75.7M | $1.5M | $1,757 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does SMS Data Products Group match 401(k) contributions?
The match terms for the Sms Data Products Group, Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $1.1M in employer contributions, about $1,560 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SMS Data Products Group 401(k) match vested?
The vesting schedule for the Sms Data Products Group, Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SMS Data Products Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Sms Data Products Group, Inc..
I left SMS Data Products Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sms Data Products Group, Inc., (703) 288-8133) or the recordkeeper, Principal Life Insurance Company. The SMS Data Products Group old 401(k) page lists the contacts from every plan filing. Find an old SMS Data Products Group 401(k)
Data from the public Form 5500 annual reports SMS Data Products Group filed with the U.S. Department of Labor (plan years 2021 and 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 SMS Data Products Group. Not financial advice. Report a correction · Methodology