How big is Marketsmith, Inc.'s plan?

Marketsmith, Inc.'s plan reported $5.0M in assets and 31 participants for 2025.

Original filing (PDF)20260507125948NAL0002190243001

Marketsmith, Inc.

Name: Marketsmith, Inc. — Marketsmith, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Marketsmith, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marketsmith, Inc. 401(k) Plan

401(k) retirement plan · Marketsmith, Inc.'s Marketsmith, Inc. 401(k) Plan held $5.0M in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Karen Pellicone signed Marketsmith, Inc.'s 2025 Form 5500 as plan administrator.

Karen Pellicone — 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

Marketsmith, Inc.'s EIN is 22-3706922.

EIN 22-3706922

Plan number 002

Plan year 2025

ACK ID 20260507125948NAL0002190243001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Marketsmith, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Marketsmith, Inc.'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 MARKETSMITH, INC..

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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