How big is Smith Design Associates' plan?

Smith Design Associates' plan reported $5.7M in assets and 22 participants for 2025.

Original filing (PDF)20260508060113NAL0003676193001

Smith Design Associates

Name: Smith Design Associates — Smith Design Associates, Form 5500 (2025)
Creator: Smith Design Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Design Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Smith Design Associates' Smith Design Associates 401(k) Profit Sharing Plan held $5.7M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Jason Schwerdt signed Smith Design Associates' 2025 Form 5500 as plan administrator.

Jason Schwerdt — 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 Design Associates' EIN is 22-2223155.

EIN 22-2223155

Plan number 002

Plan year 2025

ACK ID 20260508060113NAL0003676193001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Smith Design Associates' 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 DESIGN ASSOCIATES.

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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