How big is Smart Schofield Shorter, P.C.'s plan?

Smart Schofield Shorter, P.C.'s plan reported $2.1M in assets and 38 participants for 2024.

Original filing (PDF)20250708152234NAL0011536882001

Smart Schofield Shorter, P.C.

Name: Smart Schofield Shorter, P.C. — Smart Schofield, Form 5500 (2024)
Creator: Smart Schofield Shorter, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smart Schofield Shorter, P.C. Profit Sharing & 401(k) Plan

401(k) retirement plan · Smart Schofield Shorter, P.C.'s Smart Schofield Shorter, P.C. Profit Sharing & 401(k) Plan held $2.1M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Smart Schofield Shorter, P.C.'s EIN is 14-1862740.

EIN 14-1862740

Plan number 001

Plan year 2024

ACK ID 20250708152234NAL0011536882001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smart Schofield Shorter, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smart Schofield Shorter, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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