Back to filter
Original filing (PDF)20250724161438NAL0005788225001
R.A. SMITH, INC.
Form 5500
FILING_RECEIVED
R.A. SMITH, INC. AD&D
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
195
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 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 R.A. SMITH, INC..
Plan sponsor
Name
R.A. SMITH, INC.
EIN
39-1318572
Address
16745 W BLUEMOUND RD · BROOKFIELD, WI · 530055938
Phone
(262) 317-3347
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Welfare benefit codes
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
Related plans
Similar-size Engineering Services plans
EXPONENTIAL ENGINEERING COMPANY
EXPONENTIAL ENGINEERING COMPANY 401(K) SAVINGS PLAN
$0
AIRCRAFT PERFORMANCE GROUP, LLC
AIRCRAFT PERFORMANCE GROUP, LLC 401(K) PLAN
$0
NUCLEUS COMMAND SYSTEMS INC.
NUCLEUS COMMAND SYSTEMS INC. 401(K) PLAN & TRUST
$0
LUMEN TECHNICAL SERVICES CORPORATION
LUMEN TECHNICAL SERVICES CORPORATION 401(K) PROFIT SHARING PLAN
$0
ENK STRATEGIES
ENK STRATEGIES 401(K) PLAN
$0
RAM GEOSERVICES, INC.
RAM GEOSERVICES, INC. PROFIT SHARING PLAN
$0
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B