Back to filter
Original filing (PDF)20251006064623NAL0005905392001
BERT SMITH & CO., INC.
Form 5500-SF
FILING_RECEIVED
BERT SMITH, INC 401(K) PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
33
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERT SMITH & CO., INC..
Plan sponsor
Name
BERT SMITH & CO., INC.
EIN
52-1094722
Address
1090 VERMONT AVE. NW · SUITE 250 · WASHINGTON, DC · 20005
Phone
(202) 393-8670
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
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
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
REALTIME PEO II, LLC
REALTIME PEO II, LLC 401(K) PLAN
$9.7M · 147 participants
GREAT LAKES ENVIRONMENTAL CENTER
GREAT LAKES ENVIRONMENTAL CENTER , INC. 401(K) PLAN
$9.7M · 63 participants
NATIONAL RESIDENT MATCHING PROGRAM
NATIONAL RESIDENT MATCHING PROGRAM RETIREMENT PLAN
$9.7M · 40 participants
A M KING CONSTRUCTION COMPANY, LLC
A M KING 401(K) PSP
$9.7M · 70 participants
REGIONAL TELECOM SERVICES ASSOCIATES, LLC
REGIONAL TELECOM SERVICES ASSOCIATES, LLC 401(K) PLAN
$9.7M · 251 participants
GREENBERG QUINLAN ROSNER RESEARCH
GREENBERG QUINLAN ROSNER RESEARCH 401(K) PLAN
$9.7M · 21 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants