Original filing (PDF)20250713131008NAL0000381761001

SMITH MONROE GRAY ENGINEERS, INC.

Name: SMITH MONROE GRAY ENGINEERS, INC. — SMG 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: SMITH MONROE GRAY ENGINEERS, INC.

Form 5500

FILING_RECEIVED

SMG 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH MONROE GRAY ENGINEERS, INC..

Plan sponsor

Name

SMITH MONROE GRAY ENGINEERS, INC.

DBA

SMG ENGINEERS, INC.

EIN

93-0593065

Address

8625 SW CASCADE AVE., SUITE 600 · BEAVERTON, OR · 970087199

Phone

(503) 643-8595

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Name

FIDELITY MANAGEMENT TRUST COMPANY

EIN

04-3532603

City

COVINGTON, KY

Phone

(859) 386-4199

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-13

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

1 pooled fund· $180K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082	Common Collective Trust	$180K	100.0%

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