How big is Smith System Manufacturing Company's plan?

Smith System Manufacturing Company's plan reported $7.6M in assets and 191 participants for 2024.

Original filing (PDF)20251014174322NAL0004694480001

Smith System Manufacturing Company

Name: Smith System Manufacturing Company — Smith System, Form 5500 (2024)
Creator: Smith System Manufacturing Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Smith System Manufacturing Company Retirement Savings Plan

401(k) retirement plan · Smith System Manufacturing Company's Smith System Manufacturing Company Retirement Savings Plan held $7.6M in plan assets for 191 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

191

Accounts w/ balance

123

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

JEFF McDowell signed Smith System Manufacturing Company's 2024 Form 5500 as plan administrator.

JEFF McDowell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Smith System Manufacturing Company's EIN is 41-1424908.

EIN 41-1424908

Plan number 002

Plan year 2024

ACK ID 20251014174322NAL0004694480001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith System Manufacturing Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith System Manufacturing Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMITH SYSTEM MANUFACTURING COMPANY.

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 30K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Below-peer total plan cost (91st percentile).
High average account balance (89th percentile).

Plan sponsor

Name

SMITH SYSTEM MANUFACTURING COMPANY

EIN

all filings

Address

1150 LUNA RD · CARROLLTON, TX · 75006

Phone

(972) 398-4050

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

25 direct securities· $7.6M(100% of reported assets)

Mutual Funds

$5.8M

20 holdings

Other securities

$1.0M

3 holdings

Common Collective Trusts

$594K

1 holding

Common Stocks

$134K

1 holding

					% of plan
Fidelity Management Trust Company Fidelity Contra Fund	Mutual Funds	—	—	$994K	13.2%
Fidelity Management Trust Company Fidelity Freedom 2030 K	Mutual Funds	—	—	$713K	9.4%
Fidelity Management Trust Company Fidelity 500 Index	Common Collective Trusts	—	—	$594K	7.9%
Fidelity Management Trust Company Fidelity Government Money Market Fund	Mutual Funds	—	—	$537K	7.1%
Fidelity Management Trust Company Fidelity Freedom 2050 K	Mutual Funds	—	—	$533K	7.0%
CRM Mutual Fund Trust CRM Mid Cap Value Fund Class Investor	Other securities	—	—	$512K	6.8%
Fidelity Management Trust Company Fidelity Freedom 2035 K	Mutual Funds	—	—	$465K	6.2%
Fidelity Management Trust Company Fidelity Freedom 2055 K	Mutual Funds	—	—	$456K	6.0%
Fidelity Management Trust Company Fidelity Freedom 2040 K	Mutual Funds	—	—	$444K	5.9%
Fidelity Management Trust Company Fidelity Freedom 2025 K	Mutual Funds	—	—	$353K	4.7%
Fidelity Management Trust Company Fidelity Balanced Fund	Mutual Funds	—	—	$328K	4.3%
Alliance Bernstein Funds AllianceBernstein Small Growth Cap Portfolio	Other securities	—	—	$300K	4.0%
Fidelity Management Trust Company Fidelity Freedom 2015 K ** 117 * Participant loans Interest rates of 5.25% to 10.50% with various due dates -0-	Mutual Funds	—	—	$235K	3.1%
Fidelity Management Trust Company Fidelity Freedom 2045 K	Mutual Funds	—	—	$228K	3.0%
Ariel Mutual Funds Ariel Fund	Other securities	—	—	$221K	2.9%
Columbia Threadneedle COL Dividend INC I	Common Stocks	—	—	$134K	1.8%
Fidelity Management Trust Company Fidelity Freedom 2065 K	Mutual Funds	—	—	$118K	1.6%
Fidelity Management Trust Company Fidelity International Discovery Fund	Mutual Funds	—	—	$97K	1.3%
Fidelity Management Trust Company Fidelity Freedom 2060 K	Mutual Funds	—	—	$87K	1.2%
Fidelity Management Trust Company Fidelity International Index	Mutual Funds	—	—	$81K	1.1%
Fidelity Management Trust Company Fidelity Freedom INC K	Mutual Funds	—	—	$43K	0.6%
Fidelity Management Trust Company Fidelity U.S Bond Index	Mutual Funds	—	—	$31K	0.4%
Fidelity Management Trust Company Fidelity Freedom 2010 K	Mutual Funds	—	—	$23K	0.3%
Fidelity Management Trust Company Fidelity Value Fund	Mutual Funds	—	—	$15K	0.2%
Fidelity Management Trust Company Fidelity Freedom 2020 K	Mutual Funds	—	—	$12K	0.2%