· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SMITH & EDDY INSURANCE, INC — SMITH & EDDY INSURANCE, INC ADVANTAGE(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250702120201NAL0012968769002
SMITH & EDDY INSURANCE, INC
Form 5500-SF
FILING_RECEIVED
SMITH & EDDY INSURANCE, INC ADVANTAGE(K) PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
20
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
SMITH & EDDY INSURANCE, INC
.
Find decision makers
Plan sponsor
Name
SMITH & EDDY INSURANCE, INC
EIN
38-2371908
Address
201 SOUTH MAIN STREET · SCOTTVILLE, MI · 49454
Phone
(231) 480-4263
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
TWIN CITY AGENCY, LLC DBA TWIN CITY GROUP
TWIN CITY GROUP 401(K) PLAN AND TRUST
$2.7M · 18 participants
DALLAS INSURANCE EXCHANGE II, LL
THE INSURANCE EXCHANGE 401(K) PLAN
$2.7M · 33 participants
5G BENEFITS, LLC
5G BENEFITS, LLC RETIREMENT PLAN
$2.7M · 24 participants
BKCW, L.P.
BKCW, L.P. 401(K) PROFIT SHARING PLAN
$2.7M · 59 participants
DECOTIS INSURANCE ASSOCIATES, INC.
DECOTIS INSURANCE ASSOCIATES INC 401K PLAN
$2.7M · 23 participants
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.
STRATEGIC RETIREMENT GROUP
SRG SAFE HARBOR 401(K)
$2.7M · 6 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
