How big is Smith Management, LLC's plan?

Smith Management, LLC's plan reported $4.1M in assets and 93 participants for 2024.

Original filing (PDF)20250509155256NAL0013863921001

Smith Management, LLC

Name: Smith Management, LLC — Smith Management, LLC 401(k), Form 5500 (2024)
Creator: Smith Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Management, LLC 401(k) Plan

401(k) retirement plan · Smith Management, LLC's Smith Management, LLC 401(k) Plan held $4.1M in plan assets for 93 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Tom del Bosco signed Smith Management, LLC's 2024 Form 5500 as plan administrator.

Tom del Bosco — 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

Smith Management, LLC's EIN is 13-3980917.

EIN 13-3980917

Plan number 001

Plan year 2024

ACK ID 20250509155256NAL0013863921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off