How big is Smiles for Special Needs' plan?

Smiles for Special Needs' plan reported $431K in assets and 164 participants for 2024.

Original filing (PDF)20250729140318NAL0007706226001

Smiles for Special Needs

Name: Smiles for Special Needs — Smiles for Special Needs, Form 5500 (2024)
Creator: Smiles for Special Needs
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smiles for Special Needs LLC 401(k) Plan

401(k) retirement plan · Smiles for Special Needs' Smiles for Special Needs LLC 401(k) Plan held $431K in plan assets for 164 participants in 2024.

Signals · 1

No auditor on file

Active participants

164

Accounts w/ balance

152

Plan assets (EOY)

$431K

Net assets (EOY)

$431K

People on this filing

Shirley Horner signed Smiles for Special Needs' 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

Smiles for Special Needs' EIN is 27-4240366.

EIN 27-4240366

Plan number 001

Plan year 2024

ACK ID 20250729140318NAL0007706226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smiles for Special Needs from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smiles for Special Needs' 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 SMILES FOR SPECIAL NEEDS.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off