Smithers-oasis Company 401(k) Plan: Login, Facts & Contact Information

Smithers-oasis Company 401(k) Plan Facts

Plan name
SMITHERS-OASIS COMPANY RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions
Plan sponsor
SMITHERS-OASIS COMPANY
Participants
362 (258 active employees)
Former employees with a balance
81
Plan assets
$42,130,992 at Dec 31, 2024
Average account balance
$127,284 across 331 accounts
Employer contributions
$1,253,759 in plan year 2024 (33% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1978
✓ 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 Sep 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.79 million went into the plan in contributions, $1.25 million of it from the employer (33%).
  • $3.88 million was paid out to participants.
  • Investment and other income added $4.24 million.
  • Administrative expenses were $36,301, about $110 per account.

How the Smithers-oasis Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019309$35.9 million$990,620$2.83 million
2020316$37.2 million$920,943$5.21 million
2021316$40.0 million$1.02 million$3.70 million
2022311$35.0 million$1.13 million$2.13 million
2023330$38.0 million$1.15 million$5.57 million
2024362$42.1 million$1.25 million$3.88 million

Smithers-oasis Company 401(k) Contact Information

Phone
330-945-5100
Mailing address
295 S. WATER STREET SUITE 201, KENT OH 44240
Plan sponsor
SMITHERS-OASIS COMPANY
Employer identification number (EIN)
34-1536399
Plan number
002

Questions about the Smithers-oasis Company 401(k)

Does Smithers-oasis Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.25 million, 33% of all contributions.

Does the Smithers-oasis Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Smithers-oasis Company 401(k) plan?

362 participants at the start of plan year 2024, 258 of them active employees, and 81 former employees who still had money in the plan.

What is the average 401(k) balance at Smithers-oasis Company?

About $127,284 per account: $42.1 million in plan assets across 331 accounts with a balance at the end of plan year 2024.

Who manages the Smithers-oasis Company 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Smithers-oasis Company. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services 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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