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Original filing (PDF)20251014122040NAL0003913584001
SMITHS GROUP SERVICES CORPORATION
Form 5500
FILING_RECEIVED
SMITHS GROUP INCENTIVE SAVINGS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
6,215
Accounts w/ balance
6,130
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
18 pooled trusts
Schedule D
71 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FIDELITY BLUE CHIP GROWTH COMMINGLED POOL (extraction pending)]" is 26% of plan.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITHS GROUP SERVICES CORPORATION.
Plan sponsor
Name
SMITHS GROUP SERVICES CORPORATION
EIN
22-3015350
Address
25 MASSACHUSETTS AVENUE NW · SUITE 120 · WASHINGTON, DC · 20001
Phone
(800) 835-5095
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $191K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $90K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER | 23-1980475 | — | ACCOUNTANT/AUDITOR | $55K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KILPATRICK TOWNSEND | 58-0511774 | — | ATTORNEY/LEGAL | $11K | — |
Investments
66 direct securities · 18 pooled funds· $1.1B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$586.5M
18 holdings
Uncategorized
$465.4M
66 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: FIDELITY BLUE CHIP GROWTH COMMINGLED POOL (extraction pending)] | — | — | — | $150.4M | 15.0% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $150.4M | 15.0% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $73.4M | 7.3% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL (extraction pending)] | — | — | — | $59.1M | 5.9% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $59.1M | 5.9% | |
| MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $58.1M | 5.8% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $40.0M | 4.0% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL (extraction pending)] | — | — | — | $36.5M | 3.6% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $36.5M | 3.6% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $33.9M | 3.4% | |
| [DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2045 COMMINGLED POOL (extraction pending)] | — | — | — | $27.1M | 2.7% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $27.1M | 2.7% | |
| SPARTAN TOTAL MARKET INDEX POOL A | — | — | — | $26.1M | 2.6% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $24.8M | 2.5% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $23.0M | 2.3% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $22.2M | 2.2% | |
| FIAM U.S. BOND INDEX COMMINGLED POO | — | — | — | $19.4M | 1.9% | |
| SPARTAN GLOBAL EX US INDEX POOL A | — | — | — | $17.3M | 1.7% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $17.1M | 1.7% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $14.8M | 1.5% | |
| SPARTAN TOTAL MARKET INDEX POOL A | — | — | — | $13.4M | 1.3% | |
| FIAM U.S. BOND INDEX COMMINGLED POO | — | — | — | $13.2M | 1.3% | |
| SPARTAN TOTAL MARKET INDEX POOL A | — | — | — | $10.7M | 1.1% | |
| FIAM U.S. BOND INDEX COMMINGLED POO | — | — | — | $9.9M | 1.0% | |
| SPARTAN TOTAL MARKET INDEX POOL A | — | — | — | $9.3M | 0.9% | |
| SPARTAN GLOBAL EX US INDEX POOL A | — | — | — | $8.9M | 0.9% | |
| SPARTAN GLOBAL EX US INDEX POOL A | — | — | — | $7.1M | 0.7% | |
| FIAM U.S. BOND INDEX COMMINGLED POO | — | — | — | $6.3M | 0.6% | |
| SPARTAN GLOBAL EX US INDEX POOL A | — | — | — | $6.2M | 0.6% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $4.5M | 0.5% | |
| FIAM TARGET DATE 5+ YEAR INFLATION- | — | — | — | $3.8M | 0.4% | |
| FIAM INTL DEVMK BD A | — | — | — | $3.6M | 0.4% | |
| FIAM TARGET DATE LONG TERM TREASURY | — | — | — | $3.3M | 0.3% | |
| FIAM TARGET DATE 5+ YEAR INFLATION- | — | — | — | $3.2M | 0.3% | |
| FIAM TARGET DATE 5+ YEAR INFLATION- | — | — | — | $3.0M | 0.3% | |
| FIAM TARGET DATE 0-5 YEAR INFLATION | — | — | — | $2.9M | 0.3% | |
| SPARTAN TOTAL MARKET INDEX POOL A | — | — | — | $2.5M | 0.2% | |
| FIAM INTL DEVMK BD A | — | — | — | $2.0M | 0.2% | |
| SPARTAN TOTAL MARKET INDEX POOL A | — | — | — | $1.7M | 0.2% | |
| FIAM TARGET DATE 0-5 YEAR INFLATION | — | — | — | $1.7M | 0.2% | |
| FIAM INTL DEVMK BD A | — | — | — | $1.7M | 0.2% | |
| SPARTAN GLOBAL EX US INDEX POOL A | — | — | — | $1.6M | 0.2% | |
| FIAM TARGET DATE TREASURY BILL INDE | — | — | — | $1.5M | 0.1% | |
| FIAM TARGET DATE LONG TERM TREASURY | — | — | — | $1.5M | 0.1% | |
| FIAM TARGET DATE LONG TERM TREASURY | — | — | — | $1.4M | 0.1% | |
| FIAM TARGET DATE LONG TERM TREASURY | — | — | — | $1.2M | 0.1% | |
| SPARTAN GLOBAL EX US INDEX POOL A | — | — | — | $1.1M | 0.1% | |
| FIAM U.S. BOND INDEX COMMINGLED POO | — | — | — | $985K | <0.1% | |
| FIAM TARGET DATE TREASURY BILL INDE | — | — | — | $924K | <0.1% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $875K | <0.1% | |
| FIAM TARGET DATE LONG TERM TREASURY | — | — | — | $854K | <0.1% | |
| FIAM INTL DEVMK BD A | — | — | — | $733K | <0.1% | |
| FIAM U.S. BOND INDEX COMMINGLED POO | — | — | — | $682K | <0.1% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $546K | <0.1% | |
| SPARTAN TOTAL MARKET INDEX POOL A | — | — | — | $474K | <0.1% | |
| FIAM TARGET DATE LONG TERM TREASURY | — | — | — | $447K | <0.1% | |
| SPARTAN GLOBAL EX US INDEX POOL A | — | — | — | $314K | <0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $269K | <0.1% | |
| FIAM INTL DEVMK BD A | — | — | — | $244K | <0.1% | |
| FIAM TARGET DATE LONG TERM TREASURY | — | — | — | $226K | <0.1% | |
| FIAM U.S. BOND INDEX COMMINGLED POO | — | — | — | $199K | <0.1% | |
| FIAM U.S. BOND INDEX COMMINGLED POO | — | — | — | $180K | <0.1% | |
| FIAM INTL DEVMK BD A | — | — | — | $169K | <0.1% | |
| SPARTAN TOTAL MARKET INDEX POOL A | — | — | — | $116K | <0.1% | |
| FIAM U.S. BOND INDEX COMMINGLED POO | — | — | — | $108K | <0.1% | |
| SPARTAN GLOBAL EX US INDEX POOL A | — | — | — | $77K | <0.1% | |
| FIAM TARGET DATE 0-5 YEAR INFLATION | — | — | — | $54K | <0.1% | |
| FIAM INTL DEVMK BD A | — | — | — | $45K | <0.1% | |
| FIAM TARGET DATE LONG TERM TREASURY | — | — | — | $44K | <0.1% | |
| SPARTAN TOTAL MARKET INDEX POOL A | — | — | — | $42K | <0.1% | |
| FIAM TARGET DATE 0-5 YEAR INFLATION | — | — | — | $42K | <0.1% | |
| FIAM U.S. BOND INDEX COMMINGLED POO | — | — | — | $35K | <0.1% | |
| FIAM TARGET DATE TREASURY BILL INDE | — | — | — | $28K | <0.1% | |
| SPARTAN GLOBAL EX US INDEX POOL A | — | — | — | $28K | <0.1% | |
| FIAM INTL DEVMK BD A | — | — | — | $27K | <0.1% | |
| FIAM TARGET DATE 5+ YEAR INFLATION- | — | — | — | $26K | <0.1% | |
| FIAM TARGET DATE TREASURY BILL INDE | — | — | — | $22K | <0.1% | |
| FIAM TARGET DATE LONG TERM TREASURY | — | — | — | $19K | <0.1% | |
| FIAM INTL DEVMK BD A | — | — | — | $13K | <0.1% | |
| FIAM TARGET DATE LONG TERM TREASURY | — | — | — | $9K | <0.1% | |
| FIAM INTL DEVMK BD A | — | — | — | $9K | <0.1% | |
| FIAM TARGET DATE 5+ YEAR INFLATION- | — | — | — | $6K | <0.1% | |
| FIAM TARGET DATE 5+ YEAR INFLATION | — | — | — | $503 | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |
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