Original filing (PDF)20260204075933NAL0005469728001

SMITH MECHANICAL, INC.

Name: SMITH MECHANICAL, INC. — SMITH MECHANICAL, INC. FLEXIBLE BENEFIT PLAN, Form 5500 (2024)
Creator: SMITH MECHANICAL, INC.

Form 5500

FILING_RECEIVED

SMITH MECHANICAL, INC. FLEXIBLE BENEFIT PLAN

Health & welfare plan

Signals · 2

Late filing · 2.6 moNo recordkeeper disclosed

Active participants

100

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Filed 2.6 months past the 10.5-month grace window.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH MECHANICAL, INC..

Plan sponsor

Name

SMITH MECHANICAL, INC.

EIN

33-1007374

Address

9195 RED BRANCH ROAD · COLUMBIA, MD · 21045

Phone

(410) 992-9870

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-04

Welfare benefit codes

4B · Life Insurance

4F · Temporary Disability (accident and sickness)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.