Original filing (PDF)20251217033631NAL0003396929001

RL SMITH AND ASSOCIATES, INC.

Name: RL SMITH AND ASSOCIATES, INC. — RL SMITH AND ASSOCIATES, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: RL SMITH AND ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

RL SMITH AND ASSOCIATES, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 1.0 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RL SMITH AND ASSOCIATES, INC..

Plan sponsor

Name

RL SMITH AND ASSOCIATES, INC.

EIN