How big is Smith & Susson, LLP's plan?

Smith & Susson, LLP's plan reported $1K in assets and 1 participants for 2024.

Original filing (PDF)20251014175753NAL0007079042001

Smith & Susson, LLP

Name: Smith & Susson, LLP — Smith & Susson, LLP Money, Form 5500 (2024)
Creator: Smith & Susson, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith & Susson, LLP Money Purchase Pension Plan

Defined-contribution retirement plan · Smith & Susson, LLP's Smith & Susson, LLP Money Purchase Pension Plan held $1K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

Plan identifiers

Smith & Susson, LLP's EIN is 33-0815661.

EIN 33-0815661

Plan number 001

Plan year 2024

ACK ID 20251014175753NAL0007079042001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith & Susson, LLP's plan includes money-purchase contributions.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SMITH & SUSSON, LLP

EIN

all filings

Address

2 CORPORATE PLAZA, SUITE 275 · NEWPORT BEACH, CA · 92660

Phone

(949) 706-1776

Industry

Law Offices· Professional & Technical Services

Plan administrator