How big is Jennifer Smith-Williams, D.M.D.'s plan?

Jennifer Smith-Williams, D.M.D.'s plan reported $373K in assets and 4 participants for 2024.

Original filing (PDF)20251007064059NAL0004407745001

Jennifer Smith-Williams, D.M.D.

Name: Jennifer Smith-Williams, D.M.D. — Jennifer Smith-Wil, Form 5500 (2024)
Creator: Jennifer Smith-Williams, D.M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jennifer Smith-Williams, D.M.D. 401(k) Profit Sharing Plan

401(k) retirement plan · Jennifer Smith-Williams, D.M.D.'s Jennifer Smith-Williams, D.M.D. 401(k) Profit Sharing Plan held $373K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$373K

Net assets (EOY)

$373K

Plan identifiers

Jennifer Smith-Williams, D.M.D.'s EIN is 04-3090226.

EIN 04-3090226

Plan number 001

Plan year 2024

ACK ID 20251007064059NAL0004407745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jennifer Smith-Williams, D.M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jennifer Smith-Williams, D.M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

JENNIFER SMITH-WILLIAMS, D.M.D.

EIN

all filings

Address

575 BOYLSTON STREET · BOSTON, MA · 02116

Phone

(617) 267-7002

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator