· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HUDDLESTON SMITH WEALTH MANAGEMENT, INC. — HUDDLESTON SMITH WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250922105041NAL0004608241001
HUDDLESTON SMITH WEALTH MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
HUDDLESTON SMITH WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HUDDLESTON SMITH WEALTH MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
HUDDLESTON SMITH WEALTH MANAGEMENT, INC.
EIN
33-1119687
Address
5448 PROVINE PLACE, SUITE B · ALEXANDRIA, LA · 71303
Phone
(318) 473-6640
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
INSURANCE AND INVESTMENT SERVICES, INC.
FINANCIAL STRATEGIES GROUP 401(K) PLAN
$1.1M · 3 participants
BROWN MCLEOD, INC. DBA BROWN FINANCIAL ADVISORY
BROWN FINANCIAL ADVISORY 401(K) PROFIT SHARING PLAN
$1.1M · 8 participants
TWIN FEATHERS, INC.
TWIN FEATHERS ADVISORS, INC. 401(K) PLAN
$1.1M · 4 participants
CTL FINANCIAL LLC
CTL FINANCIAL 401(K) PLAN
$1.1M · 2 participants
COVINGTON INVESTMENT ADVISORS, INC
COVINGTON INVESTMENT ADVISORS, INC. PLAN
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 4 participants
SUMMIT WEALTH MANAGEMENT, INC.
SUMMIT WEALTH MANAGEMENT 401(K) AND PSP
$1.1M · 13 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants