RICHARD AND SUSAN SMITH FAMILY FOUNDATION 403(B) PLAN
403(b) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
81
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD AND SUSAN SMITH FAMILY FOUNDATION.
Plan sponsor
Name
RICHARD AND SUSAN SMITH FAMILY FOUNDATION
EIN
23-7090011
Address
1 NEWTON EXECUTIVE PARK STE 104 · NEWTON, MA · 024621435
