How big is SMI Services, LLC's plan?

SMI Services, LLC's plan reported $748K in assets and 115 participants for 2024.

Original filing (PDF)20251007150055NAL0011822658001

SMI Services, LLC

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

Form 5500-SF

FILING_RECEIVED

SMI Services, LLC 401(k) Plan

401(k) retirement plan · SMI Services, LLC's SMI Services, LLC 401(k) Plan held $748K in plan assets for 115 participants in 2024.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$748K

Net assets (EOY)

$748K

Plan identifiers

SMI Services, LLC's EIN is 20-0509778.

EIN 20-0509778

Plan number 001

Plan year 2024

ACK ID 20251007150055NAL0011822658001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SMI Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMI SERVICES, 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score