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Original filing (PDF)20251003131859NAL0002358816001
SMITHGROUP COMPANIES, INC.
Form 5500
FILING_RECEIVED
THE SMITHGROUP RETIREMENT ACCUMULATION PLAN
401(k) retirement plan
Active participants
1,547
Accounts w/ balance
2,269
Plan assets (EOY)
$335.3M
Net assets (EOY)
$335.3M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITHGROUP COMPANIES, INC..
Plan sponsor
Name
SMITHGROUP COMPANIES, INC.
EIN
38-2247428
Address
500 GRISWOLD ST. SUITE 1700 · DETROIT, MI · 48226
Phone
(313) 442-8020
Industry
Professional & Technical Servicessee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $142K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & COMPANY INC | — | BLOOMFIELD HILLS, MI | INVESTMENT ADVISOR | $295K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN PLLC | — | DETROIT, MI | AUDITOR | $18K | — |
Investments
35 direct securities · 1 pooled fund· $335.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$325.5M
35 holdings
Common Collective Trust
$9.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | — | — | — | $50.8M | 15.2% | |
| Fidelity 500 Index | — | — | — | $23.1M | 6.9% | |
| Victory Integrity Small-Cap Value | — | — | — | $22.5M | 6.7% | |
| American Funds Europacific Growth Fund | — | — | — | $21.0M | 6.3% | |
| American Funds Washington Mutual Fund | — | — | — | $20.6M | 6.1% | |
| Eaton Vance Atlanta Capital SMID-CAP | — | — | — | $15.9M | 4.8% | |
| American Funds Fundamental Investors Fund | — | — | — | $15.3M | 4.6% | |
| Franklin Small Cap Growth | — | — | — | $14.1M | 4.2% | |
| American Funds 2035 Target Date Fund | — | — | — | $12.2M | 3.6% | |
| American Funds American Balanced Fund | — | — | — | $10.2M | 3.0% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9.8M | 2.9% | |
| American Funds 2045 Target Date Fund | — | — | — | $9.7M | 2.9% | |
| Vanguard Mid Cap Index ADM | — | — | — | $9.7M | 2.9% | |
| American Funds 2050 Target Date Fund | — | — | — | $9.6M | 2.9% | |
| American Funds 2040 Target Date Fund | — | — | — | $9.5M | 2.8% | |
| Columbia Total Return Bond Fund | — | — | — | $8.8M | 2.6% | |
| American Funds New Perspective Fund | — | — | — | $8.2M | 2.5% | |
| American Funds American Funds New World Fund | — | — | — | $8.0M | 2.4% | |
| American Funds 2055 Target Date Fund | — | — | — | $7.8M | 2.3% | |
| American Funds 2030 Target Date Fund | — | — | — | $7.7M | 2.3% | |
| DFA US Vector Equity I | — | — | — | $6.6M | 2.0% | |
| American Funds New Economy Fund | — | — | — | $4.5M | 1.3% | |
| American Funds Capital Income Builder Fund | — | — | — | $4.4M | 1.3% | |
| American Century High Income | — | — | — | $4.0M | 1.2% | |
| Franklin US Government Secs R6 Fund | — | — | — | $3.7M | 1.1% | |
| American Funds 2060 Target Date Fund | — | — | — | $3.7M | 1.1% | |
| American Funds 2025 Target Date Fund | — | — | — | $3.0M | 0.9% | |
| Vanguard FTSE Social Index Admiral | — | — | — | $2.9M | 0.9% | |
| Vanguard Small Cap Index Fund - Admiral | — | — | — | $2.5M | 0.7% | |
| American Funds 2020 Target Date Fund | — | — | — | $1.5M | 0.4% | |
| Participants Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | — | — | — | $1.3M | 0.4% | |
| iShares MSCI EAFE International Index K | — | — | — | $1.2M | 0.3% | |
| American Funds 2065 Target Date Fund | — | — | — | $839K | 0.3% | |
| American Funds 2015 Target Date Fund | — | — | — | $531K | 0.2% | |
| American Funds 2010 Target Date Fund | — | — | — | $314K | <0.1% | |
| American Funds 2070 Target Date Fund | — | — | — | $16K | <0.1% |
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