How big is The Smith-Free Group, LLC's plan?

The Smith-Free Group, LLC's plan reported $7.0M in assets and 9 participants for 2024.

Original filing (PDF)20250728101054NAL0004252306001

The Smith-Free Group, LLC

Name: The Smith-Free Group, LLC — Smith-Free Group 401(k), Form 5500 (2024)
Creator: The Smith-Free Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith-Free Group 401(k) Savings Plan

401(k) retirement plan · The Smith-Free Group, LLC's Smith-Free Group 401(k) Savings Plan held $7.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

John Deuser signed The Smith-Free Group, LLC's 2024 Form 5500 as plan administrator.

John Deuser — 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

The Smith-Free Group, LLC's EIN is 20-8049850.

EIN 20-8049850

Plan number 001

Plan year 2024

ACK ID 20250728101054NAL0004252306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Smith-Free Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Smith-Free Group, LLC'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 THE SMITH-FREE GROUP, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

THE SMITH-FREE GROUP, LLC

EIN

all filings

Address

1001 G ST NW STE 375 W · WASHINGTON, DC · 20001

Phone

(202) 393-4760

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator