· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE MCAULAY SMITH FIRM, LTD — THE MCAULAY SMITH FIRM, LTD. PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250915123018NAL0000696003001
THE MCAULAY SMITH FIRM, LTD
Form 5500-SF
FILING_RECEIVED
THE MCAULAY SMITH FIRM, LTD. PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$763K
Net assets (EOY)
$763K
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
THE MCAULAY SMITH FIRM, LTD
.
Find decision makers
Plan sponsor
Name
THE MCAULAY SMITH FIRM, LTD
EIN
56-1922482
Address
P.O. BOX 77152 · CHARLOTTE, NC · 28271
Phone
(704) 342-1880
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
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
Related plans
Similar-size Admin Support & Waste Mgmt plans
VIRGIN EXPERIENCE GIFTS INC
VIRGIN EXPERIENCE GIFTS INC 401(K) PROFIT SHARING PLAN & TRUST
$762K · 16 participants
AD TALENT, INC.
AD TALENT, INC. 401(K) PROFIT SHARING PLAN
$765K · 6 participants
OPOLIS DEO LLC
OPOLIS DEO LLC 401(K) PLAN
$765K
LS EVOLUTION, LLC DBA PROSPECTBL
PROSPECTBLUE 401(K) SAVINGS PLAN
$765K · 18 participants
INNOVATIVE SYSTEMS GROUP OF FLORIDA
INNOVATIVE SYSTEMS GROUP OF FLORIDA, INC. 401(K) PLAN
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.
$761K
HQ DIRECT, LLC
HQ DIRECT 401(K) PLAN
$760K · 38 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
