Original filing (PDF)20250620070449NAL0005472224001

LEE M. SMITH & ASSOCIATES

Name: LEE M. SMITH & ASSOCIATES — LEE M. SMITH & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEE M. SMITH & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

LEE M. SMITH & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE M. SMITH & ASSOCIATES.

Plan sponsor

Name

LEE M. SMITH & ASSOCIATES

EIN

31-1395402

Address

929 HARRISON AVE STE 300 · COLUMBUS, OH · 432151346

Phone

(614) 464-1626

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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