Original filing (PDF)20250425220825NAL0009555249015

DALE R SMITH JR DBA SHADE TREE REFRIGERATION

Name: DALE R SMITH JR DBA SHADE TREE REFRIGERATION — DALE R SMITH JR DBA SHADE TREE REFRIGERATION 401(K) PLAN, Form 5500 (2024)
Creator: DALE R SMITH JR DBA SHADE TREE REFRIGERATION

Form 5500-SF

FILING_RECEIVED

DALE R SMITH JR DBA SHADE TREE REFRIGERATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$46

Net assets (EOY)

$46

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DALE R SMITH JR DBA SHADE TREE REFRIGERATION.

Plan sponsor

Name

DALE R SMITH JR DBA SHADE TREE REFRIGERATION

EIN

26-2064941all filings

Address

6310 LANDSEND LN · LIVERPOOL, NY · 13090

Phone

(315) 944-7444

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator