How big is The Smith Richards Group's plan?

The Smith Richards Group's plan reported $2.0M in assets and 12 participants for 2024.

Original filing (PDF)20251013100157NAL0000985009001

The Smith Richards Group

Name: The Smith Richards Group — Smith Richards Group, Form 5500 (2024)
Creator: The Smith Richards Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Richards Group Retirement Plan

401(k) retirement plan · The Smith Richards Group's Smith Richards Group Retirement Plan held $2.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

LORI K Murphy signed The Smith Richards Group's 2024 Form 5500 as plan administrator.

LORI K Murphy — 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

The Smith Richards Group's EIN is 20-4752689.

EIN 20-4752689

Plan number 001

Plan year 2024

ACK ID 20251013100157NAL0000985009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Smith Richards Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Smith Richards Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SMITH RICHARDS GROUP.

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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