Original filing (PDF)20241008190439NAL0008678867001

REALTOR WITH A SMILE, LLC

Name: REALTOR WITH A SMILE, LLC — AGENTS WITH A SMILE 401(K) PLAN, Form 5500 (2023)
Creator: REALTOR WITH A SMILE, LLC

Form 5500-SF

FILING_RECEIVED

AGENTS WITH A SMILE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REALTOR WITH A SMILE, LLC.

Plan sponsor

Name

REALTOR WITH A SMILE, LLC

DBA

AGENTS WITH A SMILE

EIN

26-4596075

Address

1065 S ATLANTE PLACE · BOISE, ID · 83709

Phone

(208) 472-8639

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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