How big is Smith Richardson Foundation, Inc.'s plan?

Smith Richardson Foundation, Inc.'s plan reported $18.0M in assets and 34 participants for 2024.

Original filing (PDF)20251014134643NAL0001447811002

Smith Richardson Foundation, Inc.

Name: Smith Richardson Foundation, Inc. — Smith Richardson, Form 5500 (2024)
Creator: Smith Richardson Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Richardson Foundation Retirement Benefit Plan

403(b) retirement plan · Smith Richardson Foundation, Inc.'s Smith Richardson Foundation Retirement Benefit Plan held $18.0M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.0M

Net assets (EOY)

$18.0M

People on this filing

Ross Hemphill signed Smith Richardson Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Ross Hemphill — 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 Richardson Foundation, Inc.'s EIN is 56-0611550.

EIN 56-0611550

Plan number 001

Plan year 2024

ACK ID 20251014134643NAL0001447811002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Richardson Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Richardson Foundation, Inc.'s plan includes a 403(b) annuity, 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 RICHARDSON FOUNDATION, INC..

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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

Knocking points off