How big is Smith Management Services LLC's plan?

Smith Management Services LLC's plan reported $191K in assets and 6 participants for 2025.

Original filing (PDF)20260520164802NAL0003681698001

Smith Management Services LLC

Name: Smith Management Services LLC — Smith Management, Form 5500 (2025)
Creator: Smith Management Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Management Services LLC 401(k) Plan

401(k) retirement plan · Smith Management Services LLC's Smith Management Services LLC 401(k) Plan held $191K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

People on this filing

LISA Jesse signed Smith Management Services LLC's 2025 Form 5500 as plan administrator.

LISA Jesse — 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 Services LLC's EIN is 20-0653584.

EIN 20-0653584

Plan number 002

Plan year 2025

ACK ID 20260520164802NAL0003681698001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Smith Management Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Smith Management Services 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 MANAGEMENT SERVICES 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