How big is Smith-Mundwiller Securities, LLC's plan?

Smith-Mundwiller Securities, LLC's plan reported $410K in assets and 3 participants for 2024.

Original filing (PDF)20250813133539NAL0008847969001

Smith-Mundwiller Securities, LLC

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

Form 5500-SF

FILING_RECEIVED

Smith-Mundwiller Securities LLC 401(k) PS Plan

401(k) retirement plan · Smith-Mundwiller Securities, LLC's Smith-Mundwiller Securities LLC 401(k) PS Plan held $410K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$410K

Net assets (EOY)

$410K

People on this filing

Sandra Smith signed Smith-Mundwiller Securities, LLC's 2024 Form 5500 as plan administrator.

Sandra Smith — 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-Mundwiller Securities, LLC's EIN is 20-0276555.

EIN 20-0276555

Plan number 001

Plan year 2024

ACK ID 20250813133539NAL0008847969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith-Mundwiller Securities, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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-MUNDWILLER SECURITIES, LLC.

Finding similar companies…

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