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Original filing (PDF)20251014174322NAL0004694480001
SMITH SYSTEM MANUFACTURING COMPANY
Form 5500
FILING_RECEIVED
SMITH SYSTEM MANUFACTURING COMPANY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
191
Accounts w/ balance
123
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
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 (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH SYSTEM MANUFACTURING COMPANY.
Plan sponsor
Name
SMITH SYSTEM MANUFACTURING COMPANY
EIN
41-1424908
Address
1150 LUNA RD · CARROLLTON, TX · 75006
Phone
(972) 398-4050
Industry
Manufacturingsee all
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)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Contra Fund | — | — | — | $994K | 13.2% | |
| Fidelity Management Trust Company Fidelity Freedom 2030 K | — | — | — | $713K | 9.4% | |
| Fidelity Management Trust Company Fidelity 500 Index | — | — | — | $594K | 7.9% | |
| Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $537K | 7.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2050 K | — | — | — | $533K | 7.0% | |
| CRM Mutual Fund Trust CRM Mid Cap Value Fund Class Investor | — | — | — | $512K | 6.8% | |
| Fidelity Management Trust Company Fidelity Freedom 2035 K | — | — | — | $465K | 6.2% | |
| Fidelity Management Trust Company Fidelity Freedom 2055 K | — | — | — | $456K | 6.0% | |
| Fidelity Management Trust Company Fidelity Freedom 2040 K | — | — | — | $444K | 5.9% | |
| Fidelity Management Trust Company Fidelity Freedom 2025 K | — | — | — | $353K | 4.7% | |
| Fidelity Management Trust Company Fidelity Balanced Fund | — | — | — | $328K | 4.3% | |
| Alliance Bernstein Funds AllianceBernstein Small Growth Cap Portfolio | — | — | — | $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- | — | — | — | $235K | 3.1% | |
| Fidelity Management Trust Company Fidelity Freedom 2045 K | — | — | — | $228K | 3.0% | |
| Ariel Mutual Funds Ariel Fund | — | — | — | $221K | 2.9% | |
| Columbia Threadneedle COL Dividend INC I | — | — | — | $134K | 1.8% | |
| Fidelity Management Trust Company Fidelity Freedom 2065 K | — | — | — | $118K | 1.6% | |
| Fidelity Management Trust Company Fidelity International Discovery Fund | — | — | — | $97K | 1.3% | |
| Fidelity Management Trust Company Fidelity Freedom 2060 K | — | — | — | $87K | 1.2% | |
| Fidelity Management Trust Company Fidelity International Index | — | — | — | $81K | 1.1% | |
| Fidelity Management Trust Company Fidelity Freedom INC K | — | — | — | $43K | 0.6% | |
| Fidelity Management Trust Company Fidelity U.S Bond Index | — | — | — | $31K | 0.4% | |
| Fidelity Management Trust Company Fidelity Freedom 2010 K | — | — | — | $23K | 0.3% | |
| Fidelity Management Trust Company Fidelity Value Fund | — | — | — | $15K | 0.2% | |
| Fidelity Management Trust Company Fidelity Freedom 2020 K | — | — | — | $12K | 0.2% |
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