How big is Smith Consulting Group LLC's plan?

Smith Consulting Group LLC's plan reported $1.7M in assets and 32 participants for 2024.

Original filing (PDF)20250607051814NAL0036666834001

Smith Consulting Group LLC

Name: Smith Consulting Group LLC — Smith Consulting Group, Form 5500 (2024)
Creator: Smith Consulting Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Consulting Group, LLC

401(k) retirement plan · Smith Consulting Group LLC's Smith Consulting Group, LLC held $1.7M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Shirley Horner signed Smith Consulting Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Smith Consulting Group LLC's EIN is 26-4642662.

EIN 26-4642662

Plan number 001

Plan year 2024

ACK ID 20250607051814NAL0036666834001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Consulting Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Consulting Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CONSULTING GROUP LLC.

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Plan health score

Above-average plan

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