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Original filing (PDF)20250922122604NAL0002131475001
GRESHAM SMITH
Form 5500
FILING_RECEIVED
GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,211
Accounts w/ balance
1,449
Plan assets (EOY)
$224.7M
Net assets (EOY)
$224.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRESHAM SMITH.
Plan sponsor
Name
GRESHAM SMITH
EIN
62-0794126
Address
222 SECOND AVE., S, STE 1400 · NASHVILLE, TN · 372012308
Phone
(615) 770-8100
Industry
Professional & Technical Servicessee 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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | RECORDKEEPER | $157K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $75K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC PC | — | BRENTWOOD, TN | AUDITOR | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $228 | — |
Investments
27 direct securities· $219.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund | — | — | — | $43.0M | 19.2% | |
| Vanguard 500 Index | — | — | — | $34.3M | 15.3% | |
| Vanguard Mid-Cap Index | — | — | — | $16.4M | 7.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $15.6M | 6.9% | |
| American Funds New Perspective Fund | — | — | — | $15.4M | 6.8% | |
| Mass Mutual SAGIC Diversified Bond II | — | — | — | $14.9M | 6.6% | |
| Vanguard Equity Income | — | — | — | $14.5M | 6.5% | |
| Dodge & Cox IncomeDodge & Cox Income | — | — | — | $8.2M | 3.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $7.4M | 3.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $6.5M | 2.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $5.8M | 2.6% | |
| Vanguard Target Retirement 2055 | — | — | — | $5.5M | 2.4% | |
| Vanguard Target Retirement 2040 | — | — | — | $4.9M | 2.2% | |
| Vanguard Target Retirement 2060 | — | — | — | $4.4M | 2.0% | |
| Vanguard Total Bond Market Index | — | — | — | $3.8M | 1.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $3.7M | 1.6% | |
| Vanguard Developed Markets Index | — | — | — | $3.6M | 1.6% | |
| Vanguard Target Retirement 2030 | — | — | — | $3.0M | 1.3% | |
| American New World | — | — | — | $1.3M | 0.6% | |
| MFS Mid Cap Value Fund | — | — | — | $1.3M | 0.6% | |
| Vanguard Target Retirement 2065 | — | — | — | $1.3M | 0.6% | |
| BlackRock Mid Cap Growth | — | — | — | $1.2M | 0.5% | |
| Vanguard Real Estate Index | — | — | — | $1.1M | 0.5% | |
| Allspring Small Company Growth | — | — | — | $809K | 0.4% | |
| Franklin Small Cap Value Fund | — | — | — | $753K | 0.3% | |
| Vanguard Target Retirement 2070 ** 498 Vanguard Target Retirement Income Investment | — | — | — | $667K | 0.3% | |
| Vanguard Target Retirement 2020 | — | — | — | $514K | 0.2% |
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