How big is Smathers & Branson, LLC.'s plan?

Smathers & Branson, LLC.'s plan reported $5.5M in assets and 41 participants for 2024.

Original filing (PDF)20251001132000NAL0016173264001

Smathers & Branson, LLC.

Name: Smathers & Branson, LLC. — Smathers & Branson LLC, Form 5500 (2024)
Creator: Smathers & Branson, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smathers & Branson LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Smathers & Branson, LLC.'s Smathers & Branson LLC 401(k) Retirement Savings Plan held $5.5M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Smathers & Branson, LLC.'s EIN is 20-1653553.

EIN 20-1653553

Plan number 001

Plan year 2024

ACK ID 20251001132000NAL0016173264001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smathers & Branson, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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