Original filing (PDF)20250811093102NAL0020375442001

SMITH, SPIRES, PEDDY, HAMILTON & COLEMAN, P.C.

Name: SMITH, SPIRES, PEDDY, HAMILTON & COLEMAN, P.C. — SMITH, SPIRES AND PEDDY, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SMITH, SPIRES, PEDDY, HAMILTON & COLEMAN, P.C.

Form 5500-SF

FILING_RECEIVED

SMITH, SPIRES AND PEDDY, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$30.3M

Net assets (EOY)

$30.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH, SPIRES, PEDDY, HAMILTON & COLEMAN, P.C..

Plan sponsor

Name

SMITH, SPIRES, PEDDY, HAMILTON & COLEMAN, P.C.

EIN

63-1108832

Address

3500 COLONNADE PARKWAY · SUITE 350 · BIRMINGHAM, AL · 35243

Phone

(205) 251-5885

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HAGENS BERMAN SOBOL SHAPIRO LLP

HAGENS BERMAN SOBOL SHAPIRO LLP 401(K) RETIREMENT PLAN

$30.3M · 140 participants

KELLY, REMMEL & ZIMMERMAN, P.A.

KELLY, REMMEL & ZIMMERMAN, P.A. 401(K) PROFIT SHARING PLAN

$30.3M · 10 participants

SONOSKY, CHAMBERS, SACHSE, ET AL

SONOSKY, CHAMBERS, SACHSE, ENDRESON & PERRY, LLP

$30.2M · 29 participants

DREW ECKL & FARNHAM LLP

DREW ECKL & FARNHAM RETIREMENT PLAN

$30.3M · 95 participants

TEXAS RIOGRANDE LEGAL AID INC