How big is SMS Research & Marketing Services Inc.'s plan?

SMS Research & Marketing Services Inc.'s plan reported $1.4M in assets and 38 participants for 2024.

Original filing (PDF)20251015174739NAL0010888386001

SMS Research & Marketing Services Inc.

Name: SMS Research & Marketing Services Inc. — Form 5500 Plan 001 (2024)
Creator: SMS Research & Marketing Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMS 401(k) Plan

401(k) retirement plan · SMS Research & Marketing Services Inc.'s SMS 401(k) Plan held $1.4M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Steve Clissold signed SMS Research & Marketing Services Inc.'s 2024 Form 5500 as plan administrator.

Steve Clissold — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SMS Research & Marketing Services Inc.'s EIN is 99-0250244.

EIN 99-0250244

Plan number 001

Plan year 2024

ACK ID 20251015174739NAL0010888386001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SMS Research & Marketing Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SMS Research & Marketing Services Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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