How big is Smith, Lewis, Chess & Co., LLP's plan?

Smith, Lewis, Chess & Co., LLP's plan reported $4.5M in assets and 15 participants for 2024.

Original filing (PDF)20251015095201NAL0002196883001

Smith, Lewis, Chess & Co., LLP

Name: Smith, Lewis, Chess & Co., LLP — Smith, Lewis, Chess, Form 5500 (2024)
Creator: Smith, Lewis, Chess & Co., LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith, Lewis, Chess & Co., LLP Salary Deferral 401 (K) Plan

401(k) retirement plan · Smith, Lewis, Chess & Co., LLP's Smith, Lewis, Chess & Co., LLP Salary Deferral 401 (K) Plan held $4.5M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Smith, Lewis, Chess & Co., LLP's EIN is 25-1585317.

EIN 25-1585317

Plan number 001

Plan year 2024

ACK ID 20251015095201NAL0002196883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith, Lewis, Chess & Co., LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith, Lewis, Chess & Co., LLP'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 SMITH, LEWIS, CHESS & CO., LLP.

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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