How big is Aaron Smith, P.C.'s plan?

Aaron Smith, P.C.'s plan reported $6.8M in assets and 10 participants for 2025.

Original filing (PDF)20260123113218NAL0005624113001

Aaron Smith, P.C.

Name: Aaron Smith, P.C. — Aaron Smith, P.C. 401(k) Plan, Form 5500 (2025)
Creator: Aaron Smith, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aaron Smith, P.C. 401(k) Plan and Trust

401(k) retirement plan · Aaron Smith, P.C.'s Aaron Smith, P.C. 401(k) Plan and Trust held $6.8M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Wendi Newton signed Aaron Smith, P.C.'s 2025 Form 5500 as plan administrator.

Wendi Newton — 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

Aaron Smith, P.C.'s EIN is 04-2941400.

EIN 04-2941400

Plan number 002

Plan year 2025

ACK ID 20260123113218NAL0005624113001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Aaron Smith, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Aaron Smith, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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