How big is Kelvin B. Smith, D.D.S., LLC's plan?

Kelvin B. Smith, D.D.S., LLC's plan reported $2.7M in assets and 13 participants for 2025.

Original filing (PDF)20260326074153NAL0002745443001

Kelvin B. Smith, D.D.S., LLC

Name: Kelvin B. Smith, D.D.S., LLC — Kelvin B. Smith, Form 5500 (2025)
Creator: Kelvin B. Smith, D.D.S., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelvin B. Smith, D.D.S., LLC 401(k) Plan

401(k) retirement plan · Kelvin B. Smith, D.D.S., LLC's Kelvin B. Smith, D.D.S., LLC 401(k) Plan held $2.7M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Kelvin B. Smith, D.D.S., LLC's EIN is 01-0569768.

EIN 01-0569768

Plan number 001

Plan year 2025

ACK ID 20260326074153NAL0002745443001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kelvin B. Smith, D.D.S., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kelvin B. Smith, D.D.S., LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELVIN B. SMITH, D.D.S., LLC.

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Plan health score

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

100

Helping the score