How big is The JL Smith Group, Inc.'s plan?

The JL Smith Group, Inc.'s plan reported $2.2M in assets and 38 participants for 2024.

Original filing (PDF)20251014091441NAL0005229954001

The JL Smith Group, Inc.

Name: The JL Smith Group, Inc. — The JL Smith Group, Inc., Form 5500 (2024)
Creator: The JL Smith Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The JL Smith Group, Inc. 401(k) Plan

401(k) retirement plan · The JL Smith Group, Inc.'s The JL Smith Group, Inc. 401(k) Plan held $2.2M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

The JL Smith Group, Inc.'s EIN is 20-8088326.

EIN 20-8088326

Plan number 001

Plan year 2024

ACK ID 20251014091441NAL0005229954001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The JL Smith Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, 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 JL SMITH GROUP, INC..

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Plan health score

Above-average plan

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