How big is Smith-Lockwood, Inc.'s plan?

Smith-Lockwood, Inc.'s plan reported $1.7M in assets and 9 participants for 2024.

Original filing (PDF)20251015152501NAL0002547699001

Smith-Lockwood, Inc.

Name: Smith-Lockwood, Inc. — Smith-Lockwood, Inc. 401(k), Form 5500 (2024)
Creator: Smith-Lockwood, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith-Lockwood, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Smith-Lockwood, Inc.'s Smith-Lockwood, Inc. 401(k) Profit Sharing Plan held $1.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Sondi VEST signed Smith-Lockwood, Inc.'s 2024 Form 5500 as plan administrator.

Sondi VEST — 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-Lockwood, Inc.'s EIN is 58-0533956.

EIN 58-0533956

Plan number 001

Plan year 2024

ACK ID 20251015152501NAL0002547699001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith-Lockwood, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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-LOCKWOOD, 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

Helping the score