How big is Smithbridge Asset Management, LLC's plan?

Smithbridge Asset Management, LLC's plan reported $2.8M in assets and 13 participants for 2025.

Original filing (PDF)20260417094014NAL0026238531001

Smithbridge Asset Management, LLC

Name: Smithbridge Asset Management, LLC — Smithbridge, Form 5500 (2025)
Creator: Smithbridge Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smithbridge Asset Management 401(k) Profit Sharing Plan

401(k) retirement plan · Smithbridge Asset Management, LLC's Smithbridge Asset Management 401(k) Profit Sharing Plan held $2.8M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Smithbridge Asset Management, LLC's EIN is 23-2869588.

EIN 23-2869588

Plan number 002

Plan year 2025

ACK ID 20260417094014NAL0026238531001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Smithbridge Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Smithbridge Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMITHBRIDGE ASSET MANAGEMENT, LLC.

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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