How big is Smith & HALE LLC's plan?

Smith & HALE LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250702102553NAL0032666642001

Smith & HALE LLC

Name: Smith & HALE LLC — Smith & HALE LLC Profit Sharing, Form 5500 (2024)
Creator: Smith & HALE LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith & HALE LLC Profit Sharing Plan and Trust

Defined-contribution retirement plan · Smith & HALE LLC's Smith & HALE LLC Profit Sharing Plan and Trust held $1.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Glen Dugger signed Smith & HALE LLC's 2024 Form 5500 as plan administrator.

Glen Dugger — 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 & HALE LLC's EIN is 31-0973469.

EIN 31-0973469

Plan number 003

Plan year 2024

ACK ID 20250702102553NAL0032666642001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith & HALE LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 SMITH & HALE 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

Knocking points off