How big is William R. Smith Company's plan?

William R. Smith Company's plan reported $680K in assets and 8 participants for 2024.

Original filing (PDF)20250625091649NAL0004627619001

William R. Smith Company

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

Form 5500-SF

FILING_RECEIVED

William R Smith Co. 401(k) Profit Sharing Plan

401(k) retirement plan · William R. Smith Company's William R Smith Co. 401(k) Profit Sharing Plan held $680K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$680K

Net assets (EOY)

$680K

Plan identifiers

William R. Smith Company's EIN is 54-6036922.

EIN 54-6036922

Plan number 001

Plan year 2024

ACK ID 20250625091649NAL0004627619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

William R. Smith 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 WILLIAM R. SMITH COMPANY.

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score