Original filing (PDF)20250708124353NAL0010970610001

FRIEND-SMITH AND CO. INC.

Name: FRIEND-SMITH AND CO. INC. — FRIEND-SMITH RETIREMENT PLAN, Form 5500 (2024)
Creator: FRIEND-SMITH AND CO. INC.

Form 5500-SF

FILING_RECEIVED

FRIEND-SMITH RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

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.

Decision-maker contacts

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

Plan sponsor

Name

FRIEND-SMITH AND CO. INC.

EIN

66-0232807

Address

PO BOX 366206 · SAN JUAN, PR · 009366206

Phone

(787) 793-8920

Industry

All Other Professional Services· 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

2025-07-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

SHIP OPERATION MANAGEMENT SOLUTION, LLC

SHIP OPERATION MANAGEMENT SOLUTION 401(K) PROFIT SHARING PLAN

$374K · 2 participants

SAINT PC

SAINT PC 401(K) PROFIT SHARING PLAN & TRUST

$374K · 9 participants

FIT FOR FUN

FIT FOR FUN 401(K) PROFIT SHARING PLAN & TRUST

$374K · 5 participants

ANY TEMPERATURE COMPANY, INC.

ANY TEMPERATURE INC 401(K) PROFIT SHARING PLAN & TRUST

$374K · 11 participants

DIGITAL DIVISION LLC

DIGITAL DIVISION LLC 401(K) PLAN