· 2022–2024 · DOL EFAST2

David Smotrich & Partners LLP — David Smotrich &, Form 5500 (2025)

Original filing (PDF)20260701104729NAL0023553714001

David Smotrich & Partners LLP

Form 5500-SF

FILING_RECEIVED

David Smotrich & Partners LLP 401(k) Profit Sharing Plan

401(k) retirement plan · David Smotrich & Partners LLP's David Smotrich & Partners LLP 401(k) Profit Sharing Plan held $991K in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

8

Accounts w/ balance

6

Plan assets (EOY)

$991K

Net assets (EOY)

$991K

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

72

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID SMOTRICH & PARTNERS LLP.

Plan sponsor

Name

DAVID SMOTRICH & PARTNERS LLP

EIN

13-3253994all filings

Address

443 PARK AVENUE SOUTH SUITE 704 · NEW YORK, NY · 10016

Phone

(212) 889-4045

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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