How big is Realtor With a Smile, LLC's plan?

Realtor With a Smile, LLC's plan reported $1.2M in assets and 2 participants for 2023.

Original filing (PDF)20241008190439NAL0008678867001

Realtor With a Smile, LLC

Name: Realtor With a Smile, LLC — Agents With a Smile, Form 5500 (2023)
Creator: Realtor With a Smile, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agents With a Smile 401(k) Plan

401(k) retirement plan · Realtor With a Smile, LLC's Agents With a Smile 401(k) Plan held $1.2M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Barbara DOPP signed Realtor With a Smile, LLC's 2023 Form 5500 as plan administrator.

Barbara DOPP — 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

Realtor With a Smile, LLC's EIN is 26-4596075.

EIN 26-4596075

Plan number 001

Plan year 2023

ACK ID 20241008190439NAL0008678867001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Realtor With a Smile, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Realtor With a Smile, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REALTOR WITH A SMILE, 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