How big is William J Smith & SON Inc.'s plan?

William J Smith & SON Inc.'s plan reported $202K in assets and 3 participants for 2024.

Original filing (PDF)20250618073523NAL0001167507001

William J Smith & SON Inc.

Name: William J Smith & SON Inc. — William J Smith & SON, Form 5500 (2024)
Creator: William J Smith & SON Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William J Smith & SON Inc. 401(k) Plan

401(k) retirement plan · William J Smith & SON Inc.'s William J Smith & SON Inc. 401(k) Plan held $202K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

People on this filing

Catherine Tattrie signed William J Smith & SON Inc.'s 2024 Form 5500 as plan administrator.

Catherine Tattrie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William J Smith & SON Inc.'s EIN is 05-0283326.

EIN 05-0283326

Plan number 002

Plan year 2024

ACK ID 20250618073523NAL0001167507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William J Smith & SON Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William J Smith & SON Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WILLIAM J SMITH & SON INC.

EIN

all filings

Address

8 SCHOOLHOUSE RD · WARREN, RI · 02885

Phone

(401) 245-4999

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator