Smarsh, Inc. 401(k) Plan: Login, Facts & Contact Information

Smarsh, Inc. 401(k) Plan Facts

Plan name
SMARSH 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SMARSH, INC.
Participants
1,060 (576 active employees)
Former employees with a balance
468
Plan assets
$90,109,640 at Dec 31, 2024
Average account balance
$87,400 across 1,031 accounts
Employer contributions
$3,463,733 in plan year 2024 (25% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 2007
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.1 million went into the plan in contributions, $3.46 million of it from the employer (25%).
  • $9.52 million was paid out to participants.
  • Investment and other income added $12.1 million.
  • Administrative expenses were $51,409, about $50 per account.

How the Smarsh, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019471$26.2 million$1.58 million$3.37 million
2020544$35.3 million$1.09 million$2.03 million
2021694$58.0 million$2.80 million$6.37 million
2022887$56.1 million$3.99 million$7.03 million
20231,075$73.5 million$3.51 million$6.82 million
20241,060$90.1 million$3.46 million$9.52 million

Smarsh, Inc. 401(k) Contact Information

Phone
503-785-9124
Mailing address
851 SW 6TH AVENUE, SUITE 800, PORTLAND OR 97204
Plan sponsor
SMARSH, INC.
Employer identification number (EIN)
75-2984566
Plan number
001

Questions about the Smarsh, Inc. 401(k)

Does Smarsh, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.46 million, 25% of all contributions.

Does the Smarsh, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Smarsh, Inc 401(k) plan?

1,060 participants at the start of plan year 2024, 576 of them active employees, and 468 former employees who still had money in the plan.

What is the average 401(k) balance at Smarsh, Inc?

About $87,400 per account: $90.1 million in plan assets across 1,031 accounts with a balance at the end of plan year 2024.

Who manages the Smarsh, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Smarsh, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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