Form 5500 Search

J SMITH

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
24
Active participants
14,358
Total plan assets
$1.6B
Filings (rows)
25
Direct comp
$1.5M
Indirect comp
$0

SERVICES PROVIDED

Other12
Broker9
Advisor / Consultant3

Top plans served

Showing top 25 of 24 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MASSACHUSETTS BRICKLAYERS & MASONS PENSION FUND
MASSACHUSETTS BRICKLAYERS & MASONS PENSION PLAN
BOSTON, MA
Other
EMPLOYEE
1,966$546.8M$7K
MASSACHUSETTS BRICKLAYERS & MASONS PENSION FUND
MASSACHUSETTS BRICKLAYERS & MASONS PENSION PLAN
BOSTON, MA
Other
EMPLOYEE
1,901$476.2M$22K
MASSACHUSETTS BRICKLAYERS & MASONS ANNUITY FUND
MASSACHUSETTS BRICKLAYERS & MASONS ANNUITY FUND
BOSTON, MA
Other
EMPLOYEE
1,224$273.4M$8K
MASSACHUSETTS BRICKLAYERS & MASONS ANNUITY FUND
MASSACHUSETTS BRICKLAYERS & MASONS ANNUITY FUND
BOSTON, MA
Other
EMPLOYEE
2,120$237.1M$27K
MMS HOLDINGS INC.
MMS HOLDINGS INC. 401(K) PROFIT SHARING PLAN AND TRUST
CANTON, MI
Advisor / Consultant
INVESTMENT ADVISOR
145$13.7M$0
BRIGGS MANAGEMENT, INC.
DAIQUIRIS/FAT TUESDAY RETIREMENT SAVINGS PLAN
CORAL GABLES, FL
Advisor / Consultant
INVESTMENT ADVISOR
259$11.4M$1K
BRIGGS MANAGEMENT LLC
DAIQUIRIS/FAT TUESDAY RETIREMENT SAVINGS PLAN
CORAL GABLES, FL
Advisor / Consultant
INVESTMENT ADVISOR
238$10.6M$0
ALABAMA BANKERS ASSOCIATION
ALABAMA BANKERS ASSOCIATION HEALTH AND WELFARE PLAN
MONTGOMERY, AL
Other
722$890K$150
DEL MONTE FRESH PRODUCE COMPANY
DEL MONTE FRESH PRODUCE COMPANY HEALTH AND WELFARE PLAN
CORAL GABLES, FL
Broker
BROKER
999$172K
PEZOLD MANAGEMENT ASSOCIATES
PEZOLD MANAGEMENT COMPANY BENEFIT PLAN MEDICAL & DENTAL
COLUMBUS, GA
Other
181$56K
MOMAR INC.
MOMAR INC. WRAP PLAN
ATLANTA, GA
Broker
BROKER
216$8K
MOMAR INC.
MOMAR INC. WRAP PLAN
ATLANTA, GA
Broker
BROKER
252$72K
MOMAR INC.
MOMAR INC. WRAP PLAN
ATLANTA, GA
Broker
BROKER
237$85K
NATIONAL MANAGEMENT RESOURCES CORP.
NATIONAL MANAGEMENT RESOURCES CORPORATION WELFARE BENEFIT PLAN
LAGRANGE, GA
Other
NONE
368$146K
MOMAR INC.
MOMAR INC. WRAP PLAN
ATLANTA, GA
Broker
BROKER
213$77K
MOMAR INC.
MOMAR INC. WRAP PLAN
ATLANTA, GA
Broker
BROKER
206$74K
NATIONAL MANAGEMENT RESOURCES CORP.
NATIONAL MANAGEMENT RESOURCES CORPORATION WELFARE BENEFIT PLAN
LAGRANGE, GA
Other
NONE
650$126K
MOMAR INC.
MOMAR INC. WRAP PLAN
ATLANTA, GA
Broker
BROKER
224$81K
DEL MONTE FRESH PRODUCE COMPANY
DEL MONTE FRESH PRODUCE COMPANY HEALTH AND WELFARE PLAN
CORAL GABLES, FL
Broker
BROKER
908$171K
STEWART CANDY COMPANY
STEWART CANDY COMPANY EMPLOYEE BENEFIT PLAN
BLACKSHEAR, GA
Other
NONE
127$25K
MOMAR INC.
MOMAR INC. WRAP PLAN
ATLANTA, GA
Broker
BROKER
216$19K
LISTERHILL CREDIT UNION
LISTERHILL CREDIT UNION EMPLOYEE BENEFIT PLAN
MUSCLE SHOALS, AL
Broker
BROKER
243$68K
NATIONAL MANAGEMENT RESOURCES CORP.
NATIONAL MANAGEMENT RESOURCES CORPORATION WELFARE BENEFIT PLAN
LAGRANGE, GA
Other
NONE
453$125K
PEZOLD MANAGEMENT ASSOCIATES
PEZOLD MANAGEMENT COMPANY BENEFIT PLAN MEDICAL & DENTAL
COLUMBUS, GA
Other
327$60K
PEZOLD MANAGEMENT ASSOCIATES
PEZOLD MANAGEMENT COMPANY BENEFIT PLAN - MEDICAL & DENTAL
COLUMBUS, GA
Other
179$77K
J SMITH — Form 5500 Service Provider Profile | Form 5500 Search