How big is Z Smith Reynolds Foundation Inc.'s plan?

Z Smith Reynolds Foundation Inc.'s plan reported $7.3M in assets and 17 participants for 2025.

Original filing (PDF)20260428143821NAL0009873921001

Z Smith Reynolds Foundation Inc.

Name: Z Smith Reynolds Foundation Inc. — Z Smith Reynolds, Form 5500 (2025)
Creator: Z Smith Reynolds Foundation Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Z Smith Reynolds Foundation 403(b) DC Plan

403(b) retirement plan · Z Smith Reynolds Foundation Inc.'s Z Smith Reynolds Foundation 403(b) DC Plan held $7.3M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan identifiers

Z Smith Reynolds Foundation Inc.'s EIN is 58-6038145.

EIN 58-6038145

Plan number 001

Plan year 2025

ACK ID 20260428143821NAL0009873921001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Z Smith Reynolds Foundation Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Z Smith Reynolds Foundation Inc.'s plan includes a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for Z SMITH REYNOLDS FOUNDATION INC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

Z SMITH REYNOLDS FOUNDATION INC

EIN

all filings

Address

102 WEST THIRD STREET · STE. 1110 · WINSTON-SALEM, NC · 27101

Phone

(336) 725-7541

Industry

Other Services (ex. Public Admin)

Plan administrator