S.M. Smith and Sons Inc. 401(k) Plan

The S.M. Smith and Sons Inc. 401(k) on its latest Form 5500

S.M. Smith and Sons Inc. (EIN 56-1497202) reports S.M. SMITH & SONS INC. RETIREMENT PLAN on its most recent Form 5500, with $1.3M in plan assets across 49 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full S.M. Smith and Sons Inc. filing — schedules, fees, and providers.

Who runs the S.M. Smith and Sons Inc. 401(k)?

S.M. Smith and Sons Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask S.M. Smith and Sons Inc.HR for the recordkeeper’s name and login.

How to check your S.M. Smith and Sons Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask S.M. Smith and Sons Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).