Original filing (PDF)20250630135233NAL0027678210001

THE KELVIN AND ELEANOR SMITH FOUNDATION

Name: THE KELVIN AND ELEANOR SMITH FOUNDATION — THE KELVIN AND ELEANOR SMITH FOUNDATION 401(K) PLAN, Form 5500 (2024)
Creator: THE KELVIN AND ELEANOR SMITH FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE KELVIN AND ELEANOR SMITH FOUNDATION 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE KELVIN AND ELEANOR SMITH FOUNDATION.

Plan sponsor

Name

THE KELVIN AND ELEANOR SMITH FOUNDATION

EIN

34-6555349

Address

30100 CHAGRIN BLVD. · SUITE 150 · CLEVELAND, OH · 44124

Phone

(216) 591-9111

Industry

Other Services (ex. Public Admin)see all

Plan administrator