How big is Bonner & Smith, LLC's plan?

Bonner & Smith, LLC's plan reported $333K in assets and 4 participants for 2025.

Original filing (PDF)20260327143045NAL0003569955001

Bonner & Smith, LLC

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

Form 5500-SF

FILING_RECEIVED

Bonner & Smith, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Bonner & Smith, LLC's Bonner & Smith, LLC 401(k) Profit Sharing Plan and Trust held $333K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

People on this filing

Susan D Smith signed Bonner & Smith, LLC's 2025 Form 5500 as plan administrator.

Susan D 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

Bonner & Smith, LLC's EIN is 20-8009955.

EIN 20-8009955

Plan number 003

Plan year 2025

ACK ID 20260327143045NAL0003569955001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Bonner & Smith, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BONNER & SMITH, LLC.

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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