How big is Dr. GREG Smith's plan?

Dr. GREG Smith's plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250718080725NAL0001339873001

Dr. GREG Smith

Name: Dr. GREG Smith — Dr. GREG Smith 401(k) Retirement, Form 5500 (2024)
Creator: Dr. GREG Smith
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. GREG Smith 401(k) Retirement Plan

401(k) retirement plan · Dr. GREG Smith's Dr. GREG Smith 401(k) Retirement Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Anthony Warren signed Dr. GREG Smith's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Dr. GREG Smith's EIN is 27-4025966.

EIN 27-4025966

Plan number 001

Plan year 2024

ACK ID 20250718080725NAL0001339873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. GREG Smith'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 DR. GREG SMITH.

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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