How big is Friend-Smith and Co. Inc.'s plan?

Friend-Smith and Co. Inc.'s plan reported $374K in assets and 10 participants for 2024.

Original filing (PDF)20250708124353NAL0010970610001

Friend-Smith and Co. Inc.

Name: Friend-Smith and Co. Inc. — Friend-Smith Retirement, Form 5500 (2024)
Creator: Friend-Smith and Co. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Friend-Smith Retirement Plan

401(k) retirement plan · Friend-Smith and Co. Inc.'s Friend-Smith Retirement Plan held $374K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

Plan identifiers

Friend-Smith and Co. Inc.'s EIN is 66-0232807.

EIN 66-0232807

Plan number 001

Plan year 2024

ACK ID 20250708124353NAL0010970610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Friend-Smith and Co. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Friend-Smith and Co. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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..

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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