Back to filter
Original filing (PDF)20250516063817NAL0031319712002
PAGE AND SMITH PA
Form 5500-SF
FILING_RECEIVED
PAGE AND SMITH PA 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
15
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
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 PAGE AND SMITH PA.
Plan sponsor
Name
PAGE AND SMITH PA
EIN
56-1256981
Address
2713 W VERNON AVENUE · KINSTON, NC · 28504
Phone
(252) 523-1088
Industry
CPA Offices· 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
2025-05-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
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 CPA Offices plans
SMITH, SULLIVAN & BROWN, P.C.
SMITH, SULLIVAN & BROWN, P.C. 401(K) PROFIT SHARING PLAN
$4.5M · 18 participants
SHAHEEN PALLONE & ASSOCIATES, P.C.
SHAHEEN, PALLONE & ASSOCIATES 401K SAVINGS PLAN
$4.5M · 8 participants
RASMUSSEN, TELLER & CARON, P.C.
RASMUSSEN, TELLER & CARON, P.C. 401K PLAN
$4.6M · 15 participants
A&M BERK TAX SERVICE, INC.
A & M BERK TAX SERVICE, INC. 401(K) PLAN
$4.6M · 4 participants
SUSTAINABLEHR PEO, LLC
SUSTAINABLEHR RETIREMENT PLAN
$4.6M · 129 participants
ODOM, MOSES & COMPANY, LLP
ODOM, MOSES & COMPANY 401(K) PLAN
$4.6M · 24 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants