How big is Smith Dollar, PC's plan?

Smith Dollar, PC's plan reported $2.6M in assets and 10 participants for 2024.

Original filing (PDF)20251013165055NAL0002422624001

Smith Dollar, PC

Name: Smith Dollar, PC — Smith Dollar PC 401(k) Profit, Form 5500 (2024)
Creator: Smith Dollar, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Dollar PC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Smith Dollar, PC's Smith Dollar PC 401(k) Profit Sharing Plan and Trust held $2.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Glenn Smith signed Smith Dollar, PC's 2024 Form 5500 as plan administrator.

Glenn 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 Dollar, PC's EIN is 20-2951753.

EIN 20-2951753

Plan number 001

Plan year 2024

ACK ID 20251013165055NAL0002422624001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Dollar, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Dollar, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 DOLLAR, PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SMITH DOLLAR, PC

EIN

all filings

Address

418 B STREET, 4TH FLOOR · SANTA ROSA, CA · 95401

Phone

(707) 522-1100

Industry

Law Offices· Professional & Technical Services

Plan administrator