How big is Smith-Emery International, Inc.'s plan?

Smith-Emery International, Inc.'s plan reported $13.5M in assets and 159 participants for 2024.

Original filing (PDF)20251013140440NAL0003178290001

Smith-Emery International, Inc.

Name: Smith-Emery International, Inc. — Smith-Emery, Form 5500 (2024)
Creator: Smith-Emery International, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Smith-Emery International, Inc. 401(k) Plan

401(k) retirement plan · Smith-Emery International, Inc.'s Smith-Emery International, Inc. 401(k) Plan held $13.5M in plan assets for 159 participants in 2024, with Empower as recordkeeper.

Signals · 2

Late participant contributions15% employer stock

Active participants

159

Accounts w/ balance

199

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

Plan identifiers

Smith-Emery International, Inc.'s EIN is 95-3072721.

EIN 95-3072721

Plan number 001

Plan year 2024

ACK ID 20251013140440NAL0003178290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith-Emery International, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith-Emery International, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMITH-EMERY INTERNATIONAL, INC..

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How this plan invests

This plan

50 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 23K (4% of contributions).

Plan sponsor

Name

SMITH-EMERY INTERNATIONAL, INC.

EIN

all filings

Address

791 EAST WASHINGTON BLVD · 3RD FLOOR · LOS ANGELES, CA · 900213043

Phone

(213) 741-8500

Industry

Engineering Services· Professional & Technical Services

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

LUCAS,HORFALL,MURPHY,&PINDROH,LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORD KEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD, CO	INVESTMENT MANAGEMENT	$39K	—

Investments

50 direct securities· $13.5M(100% of reported assets)

Other securities

$5.6M

28 holdings

Mutual Funds

$3.4M

17 holdings

Common Collective Trusts

$2.5M

3 holdings

Common Stocks

$2.0M

2 holdings

					% of plan
Insurance Company General * Key Guaranteed Portfolio Fund Account	Common Stocks	—	—	$2.0M	14.8%
FIDELITY 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$1.8M	13.4%
MACQUARIE EXTENDED DURATION BOND INST Mutual Fund	Other securities	—	—	$573K	4.2%
WESTERN ASSET CORE BOND IS Mutual Fund	Other securities	—	—	$559K	4.1%
TCW METWEST TOTAL RETURN BOND M Mutual Fund	Other securities	—	—	$557K	4.1%
AMERICAN FUNDS NEW WORLD R6 Mutual Fund	Mutual Funds	—	—	$548K	4.0%
BLACKROCK MULTI-ASSET INCOME PORTFOLIO K Mutual Fund	Other securities	—	—	$518K	3.8%
AMERICAN FUNDS CAPITAL WORLD G/I R6 Mutual Fund	Mutual Funds	—	—	$499K	3.7%
EMPOWER CONSERVATIVE PROFILE FUND INV Mutual Fund	Other securities	—	—	$492K	3.6%
AMERICAN FUNDS NEW PERSPECTIVE R6 Mutual Fund	Mutual Funds	—	—	$476K	3.5%
EMPOWER INTERNATIONAL INDEX FUND INV Mutual Fund	Common Collective Trusts	—	—	$451K	3.3%
MARSICO GLOBAL FUND Mutual Fund	Other securities	—	—	$428K	3.2%
BLACKROCK STRATEGIC GLOBAL BOND K Mutual Fund	Other securities	—	—	$319K	2.4%
AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund	Mutual Funds	—	—	$301K	2.2%
T. ROWE PRICE MID-CAP VALUE I Mutual Fund	Other securities	—	—	$263K	1.9%
T. ROWE PRICE GROWTH STOCK I Mutual Fund	Other securities	—	—	$239K	1.8%
EMPOWER MODERATE PROFILE FUND INV Mutual Fund	Other securities	—	—	$237K	1.8%
EMPOWER S&P SMCAP 600 INDEX FUND INV Mutual Fund	Common Collective Trusts	—	—	$216K	1.6%
JANUS HENDERSON TRITON I Mutual Fund	Mutual Funds	—	—	$202K	1.5%
AMERICAN FUNDS AMERICAN MUTUAL R6 Mutual Fund	Mutual Funds	—	—	$187K	1.4%
TCW EMERGING MARKETS INCOME I Mutual Fund	Other securities	—	—	$184K	1.4%
PIMCO LONG-TERM US GOVERNMENT INSTL Mutual Fund	Mutual Funds	—	—	$163K	1.2%
EMPOWER LIFETIME 2025 FUND SVC Mutual Fund	Other securities	—	—	$156K	1.2%
EMPOWER LIFETIME 2055 FUND SVC Mutual Fund	Other securities	—	—	$140K	1.0%
AMERICAN FUNDS AMERICAN BALANCED R3 Mutual Fund	Mutual Funds	—	—	$138K	1.0%
INVESCO DEVELOPING MARKETS A Mutual Fund	Mutual Funds	—	—	$135K	1.0%
PIMCO REAL ESTATE REAL RETURN STRATEGY I Mutual Fund	Mutual Funds	—	—	$134K	1.0%
PIMCO DIVERSIFIED INC INSTL Mutual Fund	Mutual Funds	—	—	$130K	1.0%
EMPOWER LIFETIME 2035 FUND SVC Mutual Fund	Other securities	—	—	$129K	1.0%
BLACKROCK MID-CAP GROWTH EQUITY K Mutual Fund	Other securities	—	—	$128K	0.9%
AMERICAN FUNDS GLOBAL BALANCED R6 Mutual Fund	Mutual Funds	—	—	$127K	0.9%
EMPOWER AGGRESSIVE PROFILE FUND INV Mutual Fund	Other securities	—	—	$126K	0.9%
FIRST EAGLE GLOBAL A Mutual Fund	Other securities	—	—	$122K	0.9%
STERLING CAPITAL EQUITY INCOME A Mutual Fund	Other securities	—	—	$115K	0.8%
JANUS HENDERSON SMALL CAP VALUE N Mutual Fund	Mutual Funds	—	—	$84K	0.6%
PIMCO LONG-TERM REAL RETURN INST Mutual Fund	Mutual Funds	—	—	$80K	0.6%
FIDELITY ADVISOR STRATEGIC INCOME I Mutual Fund	Mutual Funds	—	—	$77K	0.6%
AMG YACKTMAN I Mutual Fund	Other securities	—	—	$76K	0.6%
FIDELITY SELECT SOFTWARE & IT SERVICES Mutual Fund	Mutual Funds	—	—	$69K	0.5%
FIRST EAGLE GOLD A Mutual Fund	Other securities	—	—	$49K	0.4%
BLACKROCK TACTICAL OPPORTUNITIES K Mutual Fund	Other securities	—	—	$47K	0.3%
EMPOWER LIFETIME 2045 FUND SVC Mutual Fund	Other securities	—	—	$46K	0.3%
BLACKROCK HIGH YIELD BOND PORTFOLIO K Mutual Fund	Other securities	—	—	$41K	0.3%
FIDELITY SMALL CAP DISCOVERY Mutual Fund	Mutual Funds	—	—	$38K	0.3%
FMI COMMON STOCK Mutual Fund	Common Stocks	—	—	$21K	0.2%
EMPOWER MOD CONS PROFILE FUND INV Mutual Fund	Other securities	—	—	$17K	0.1%
THOMPSON BOND FUND Mutual Fund	Other securities	—	—	$3K	<0.1%
EMPOWER MOD AGGR PROFILE FUND INV Mutual Fund	Other securities	—	—	$2K	<0.1%
PACE STRATEGIC FIXED INCOME P Mutual Fund	Other securities	—	—	$1K	<0.1%
LOOMIS SAYLES CORE PLUS BOND Y Mutual Fund	Other securities	—	—	$1K	<0.1%