Original filing (PDF)20250425130157NAL0005500755001

ALLEN-SMITH CONSULTING

Name: ALLEN-SMITH CONSULTING — ALLEN-SMITH RETIREMENT PLAN, Form 5500 (2024)
Creator: ALLEN-SMITH CONSULTING

Form 5500-SF

FILING_RECEIVED

ALLEN-SMITH RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$935K

Net assets (EOY)

$935K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLEN-SMITH CONSULTING.

Plan sponsor

Name

ALLEN-SMITH CONSULTING

EIN

58-2213123

Address

405 NUNNALLY FARM ROAD · MONROE, GA · 30655

Phone

(770) 207-0142

Industry

Admin Support & Waste Mgmtsee 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

2025-04-25

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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