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Original filing (PDF)20250811112655NAL0020597234001
OLIVER SMITH REALTY & DEVELOPMENT COMPANY, INC.
Form 5500-SF
FILING_RECEIVED
OLIVER SMITH REALTY & AUCTION COMPANY, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLIVER SMITH REALTY & DEVELOPMENT COMPANY, INC..
Plan sponsor
Name
OLIVER SMITH REALTY & DEVELOPMENT COMPANY, INC.
EIN
62-1503147
Address
7216 WELLINGTON DRIVE, SUITE 1 · KNOXVILLE, TN · 37919
Phone
(865) 584-2000
Industry
Real Estatesee all
Plan administrator
Name
MERIDIAN TRUST & INVESTMENT COMPANY
EIN
62-1700796
City
KNOXVILLE, TN
Phone
(865) 342-4400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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