How big is Smith BUTZ, LLC's plan?

Smith BUTZ, LLC's plan reported $3.1M in assets and 7 participants for 2025.

Original filing (PDF)20260414100432NAL0032083922001

Smith BUTZ, LLC

Name: Smith BUTZ, LLC — Smith BUTZ, LLC 401(k) P/S Plan, Form 5500 (2025)
Creator: Smith BUTZ, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith BUTZ, LLC 401(k) P/S Plan

401(k) retirement plan · Smith BUTZ, LLC's Smith BUTZ, LLC 401(k) P/S Plan held $3.1M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Kendra Smith signed Smith BUTZ, LLC's 2025 Form 5500 as plan administrator.

Kendra 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 BUTZ, LLC's EIN is 20-2742007.

EIN 20-2742007

Plan number 001

Plan year 2025

ACK ID 20260414100432NAL0032083922001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Smith BUTZ, 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 BUTZ, 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

Knocking points off