How big is SM Hospitality's plan?

SM Hospitality's plan reported $164K in assets and 56 participants for 2025.

Original filing (PDF)20260421102514NAL0005109314001

SM Hospitality

Name: SM Hospitality — SM Hospitality 401(k), Form 5500 (2025)
Creator: SM Hospitality
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SM Hospitality 401(k)

401(k) retirement plan · SM Hospitality's SM Hospitality 401(k) held $164K in plan assets for 56 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

People on this filing

Connie Napier signed SM Hospitality's 2025 Form 5500 as plan administrator.

Connie Napier — 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

SM Hospitality's EIN is 46-1642622.

EIN 46-1642622

Plan number 001

Plan year 2025

ACK ID 20260421102514NAL0005109314001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SM Hospitality from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SM Hospitality's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SM HOSPITALITY.

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SM HOSPITALITY

EIN

all filings

Address

1252 N 12TH STREET · MIDDLESBORO, KY · 40965

Phone

(606) 248-6105

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-21

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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