Original filing (PDF)20251001101633NAL0005869715001

SMITHCO CONSTRUCTION, INC.

Name: SMITHCO CONSTRUCTION, INC. — SMITHCO CONSTRUCTION 401(K) PLAN, Form 5500 (2024)
Creator: SMITHCO CONSTRUCTION, INC.

Form 5500

FILING_RECEIVED

SMITHCO CONSTRUCTION 401(K) PLAN

401(k) retirement plan

Signals · 2

35% in single holdingNo recordkeeper disclosed

Active participants

168

Accounts w/ balance

182

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

How this plan invests

This plan

16 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITHCO CONSTRUCTION, INC..

Plan sponsor

Name

SMITHCO CONSTRUCTION, INC.

EIN

85-0436244

Address

PO BOX 45 · CABALLO, NM · 87931

Phone

(575) 894-6012

Industry

Constructionsee 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

2025-10-01

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

16 direct securities· $6.2M(89% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
The American Funds AM Funds 2055 Target Date	—	—	—	$2.2M	31.4%
The American Funds AM Funds 2035 Target Date	—	—	—	$1.1M	16.5%
The American Funds AM Funds 2045 Target Date	—	—	—	$751K	10.8%
The American Funds AM Funds 2060 Target Date	—	—	—	$458K	6.6%

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