Original filing (PDF)20250718135303NAL0002691040001

SMITH MANAGEMENT CO., LLC

Name: SMITH MANAGEMENT CO., LLC — SMC HOTELS GROUP 401(K) PLAN, Form 5500 (2024)
Creator: SMITH MANAGEMENT CO., LLC

Form 5500-SF

FILING_RECEIVED

SMC HOTELS GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH MANAGEMENT CO., LLC.

Plan sponsor

Name

SMITH MANAGEMENT CO., LLC

EIN

84-2983011

Address

700 TEXAS STREET · SUITE 102 · SHREVEPORT, LA · 71101

Phone

(318) 861-1994

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

CAPE COACHMAN REALTY LLC

CAPE COACHMAN REALTY 401(K) PLAN

$147K · 11 participants

FIELD GUIDE LLC

FIELD GUIDE 401(K) PLAN

$148K · 19 participants

DSP BLACKHAWK LLC

$147K · 9 participants

SJSA HOSPITALITY LLC

SJSA HOSPITALITY LLC 401(K) PROFIT SHARING PLAN & TRUST

$148K · 15 participants

BUCKHEAD-ABINGDON LLC.

BUCKHEAD-ABINGDON LLC 401(K)

$146K · 137 participants