How big is BAUM, Smith LLC's plan?

BAUM, Smith LLC's plan reported $729K in assets and 6 participants for 2024.

Original filing (PDF)20251013185302NAL0000900227001

BAUM, Smith LLC

Name: BAUM, Smith LLC — BAUM, Smith LLC 401(k) PSP&T, Form 5500 (2024)
Creator: BAUM, Smith LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BAUM, Smith LLC 401(k) PSP&T

401(k) retirement plan · BAUM, Smith LLC's BAUM, Smith LLC 401(k) PSP&T held $729K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$729K

Net assets (EOY)

$729K

Plan identifiers

BAUM, Smith LLC's EIN is 27-1500240.

EIN 27-1500240

Plan number 001

Plan year 2024

ACK ID 20251013185302NAL0000900227001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BAUM, Smith 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 BAUM, SMITH 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