How big is Hellyer Lewis Smith, Inc.'s plan?

Hellyer Lewis Smith, Inc.'s plan reported $4.5M in assets and 10 participants for 2025.

Original filing (PDF)20260521152439NAL0002296353001

Hellyer Lewis Smith, Inc.

Name: Hellyer Lewis Smith, Inc. — Hellyer Lewis Smith, Form 5500 (2025)
Creator: Hellyer Lewis Smith, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hellyer Lewis Smith, Inc. Profit Sharing Salary Reduction Plan

401(k) retirement plan · Hellyer Lewis Smith, Inc.'s Hellyer Lewis Smith, Inc. Profit Sharing Salary Reduction Plan held $4.5M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Hellyer Lewis Smith, Inc.'s EIN is 23-2311545.

EIN 23-2311545

Plan number 002

Plan year 2025

ACK ID 20260521152439NAL0002296353001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Hellyer Lewis Smith, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Hellyer Lewis Smith, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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