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Original filing (PDF)20250905105548NAL0028884736002
SMITH PROTECTIVE MANAGEMENT
Form 5500
FILING_RECEIVED
SMITH MEC PLAN
Health & welfare plan
Signals · 3
100% in single holding~7178 bps in Sched C feesNo recordkeeper disclosed
Active participants
139
Accounts w/ balance
—
Plan assets (EOY)
$203K
Net assets (EOY)
$203K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Cash and Cash Equivalents Cash and Cash Equivalents Cash and Cash Equivalents" is 100% of plan.
- 7178 bps in Schedule C fees — 4443% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH PROTECTIVE MANAGEMENT.
Plan sponsor
Name
SMITH PROTECTIVE MANAGEMENT
EIN
75-2426028
Address
P.O. BOX 803029 · DALLAS, TX · 75380
Phone
(972) 960-7644
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
SMITH PROTECTIVE MANGEMENT
EIN
75-2426028
City
DALLAS, TX
Phone
(972) 960-7644
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
THE CJ CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROUP & PENSION ADMINISTRATORS, INC | 75-1617587 | — | CLAIMS PROCESSING | $146K | — |
Investments
1 direct security· $188K(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cash and Cash Equivalents Cash and Cash Equivalents Cash and Cash Equivalents | — | — | $188K | $188K | 92.3% |
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