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SMITH RICHARDSON FOUNDATION, INC. — SMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014134643NAL0001447811002
SMITH RICHARDSON FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
SMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN
403(b) retirement plan
Active participants
34
Accounts w/ balance
34
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SMITH RICHARDSON FOUNDATION, INC.
.
Find decision makers
Plan sponsor
Name
SMITH RICHARDSON FOUNDATION, INC.
EIN
56-0611550
Address
701 GREEN VALLEY ROAD, SUITE 306 · GREENSBORO, NC · 27408
Phone
(336) 574-8642
Industry
Educational Services
see 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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
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 providers
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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.
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