How big is LISA J. Smartz, DMD's plan?

LISA J. Smartz, DMD's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20251010071712NAL0017889538001

LISA J. Smartz, DMD

Name: LISA J. Smartz, DMD — LISA J. Smartz DMD Mutual Fund, Form 5500 (2024)
Creator: LISA J. Smartz, DMD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA J. Smartz DMD Mutual Fund - Keogh Profit Sharing Plan

Defined-contribution retirement plan · LISA J. Smartz, DMD's LISA J. Smartz DMD Mutual Fund - Keogh Profit Sharing Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

LISA J. Smartz, DMD's EIN is 22-3358862.

EIN 22-3358862

Plan number 001

Plan year 2024

ACK ID 20251010071712NAL0017889538001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISA J. Smartz, DMD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISA J. Smartz, DMD's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA J. SMARTZ, DMD.

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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