Filings through .
Smith Leonard PLLC
Matched across 7 name variants in the filings
Smith Leonard PLLC summary
Smith Leonard PLLC appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $595M in assets for 16,814 participants. The median client plan holds $31.1M. Most client plans are sponsored in NC, VA and TN. The largest clients by plan assets are The Fresh Market, Inc., McCreary Modern, Inc. and Bell Partners Inc.. Plans reported $169K in direct and indirect compensation paid to Smith Leonard PLLC. The median is $10K per plan.
- Participants
- 16,814
- Median plan assets
- $31.1M
- Median plan participants
- 368
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| The Fresh Market, Inc. | NC | $99.4M | 8,132 |
| McCreary Modern, Inc. | NC | $96.6M | 1,050 |
| Bell Partners Inc. | NC | $71.4M | 2,414 |
| Replacements, Ltd. | NC | $70.6M | 413 |
| RHF Investments, Inc. | NC | $57.2M | 1,763 |
| CT Management, Inc. | NC | $48.7M | 710 |
| American & Efird LLC | NC | $36.8M | 483 |
| Henderson,hutcherson & McCullough, PLLC | TN | $31.2M | 273 |
| Landmark Builders, Inc. | NC | $31.0M | 257 |
| American Mine Research | VA | $18.9M | 323 |
| Haynes Furniture Company, Inc. | VA | $14.7M | 447 |
| Ronile, Inc. | VA | $7.3M | 158 |
| Movement Strategy, LLC | VA | $7.0M | 174 |
| Elevate Textiles, Inc. | NC | $3.0M | 113 |
| Trinity Transport, Inc. | NC | $808K | 104 |
| Associated Asphalt Partners, LLC | VA | $0 | 0 |
- The Fresh Market, Inc.$99.4MNCParticipants 8,132
- McCreary Modern, Inc.$96.6MNCParticipants 1,050
- Bell Partners Inc.$71.4MNCParticipants 2,414
- Replacements, Ltd.$70.6MNCParticipants 413
- RHF Investments, Inc.$57.2MNCParticipants 1,763
- CT Management, Inc.$48.7MNCParticipants 710
- American & Efird LLC$36.8MNCParticipants 483
- TNParticipants 273
- Landmark Builders, Inc.$31.0MNCParticipants 257
- American Mine Research$18.9MVAParticipants 323
- VAParticipants 447
- Ronile, Inc.$7.3MVAParticipants 158
- VAParticipants 174
- NCParticipants 113
- NCParticipants 104
- VAParticipants 0
Top client states
- NC10 plans
- VA5 plans
- TN1 plan
Frequently asked questions
- Who uses Smith Leonard PLLC?
- 16 retirement plans list Smith Leonard PLLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Fresh Market, Inc., McCreary Modern, Inc., Bell Partners Inc., Replacements, Ltd. and RHF Investments, Inc.. Most client plans are sponsored in NC, VA and TN.
- How many plans does Smith Leonard PLLC serve?
- Smith Leonard PLLC serves 16 retirement plans with $595M in plan assets and 16,814 participants, based on the latest Form 5500 filings through 2024.
- What does Smith Leonard PLLC charge?
- Plans reported $169K in total Schedule C compensation paid to Smith Leonard PLLC. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served16+6 YoYRank #1212 of mapped providers
Assets under administration$595M0.0%Rank #6047 by share of filed assets
Fees received$169,383Median $10,068/planSum across Schedule C direct + indirect
Net wins YoY+23 won - 1 lostPlan-level switch detection
See full Smith Leonard PLLC analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets