Original filing (PDF)20250619104614NAL0001774179001

SMITH & ASSOCIATES OF TALLAHASSEE, P.A.

Name: SMITH & ASSOCIATES OF TALLAHASSEE, P.A. — SMITH & ASSOCIATES OF TALLAHASSEE, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SMITH & ASSOCIATES OF TALLAHASSEE, P.A.

Form 5500-SF

FILING_RECEIVED

SMITH & ASSOCIATES OF TALLAHASSEE, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$872K

Net assets (EOY)

$872K

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 average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SMITH & ASSOCIATES OF TALLAHASSEE, P.A.

EIN

16-1745296all filings

Address

POST OFFICE BOX 6153 · TALLAHASSEE, FL · 32314

Phone

(850) 297-2006

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator