How big is SMI Development GP., Inc. DBA Heritage Bomanite's plan?

SMI Development GP., Inc. DBA Heritage Bomanite's plan reported $2.5M in assets and 26 participants for 2025.

Original filing (PDF)20260521120859NAL0002544065001

SMI Development GP., Inc. DBA Heritage Bomanite

Name: SMI Development GP., Inc. DBA Heritage Bomanite — Form 5500 Plan 001 (2025)
Creator: SMI Development GP., Inc. DBA Heritage Bomanite
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Bomanite 401(k) Plan

401(k) retirement plan · SMI Development GP., Inc. DBA Heritage Bomanite's Heritage Bomanite 401(k) Plan held $2.5M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

SMI Development GP., Inc. DBA Heritage Bomanite's EIN is 86-1064448.

EIN 86-1064448

Plan number 001

Plan year 2025

ACK ID 20260521120859NAL0002544065001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SMI Development GP., Inc. DBA Heritage Bomanite from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SMI Development GP., Inc. DBA Heritage Bomanite's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMI DEVELOPMENT GP., INC. DBA HERITAGE BOMANITE.

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Plan health score

Above-average plan

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

Knocking points off