How big is Huddleston Smith Wealth Management, Inc.'s plan?

Huddleston Smith Wealth Management, Inc.'s plan reported $1.4M in assets and 6 participants for 2025.

Original filing (PDF)20260504133027NAL0006470050001

Huddleston Smith Wealth Management, Inc.

Name: Huddleston Smith Wealth Management, Inc. — Form 5500 Plan 001 (2025)
Creator: Huddleston Smith Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Huddleston Smith Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Huddleston Smith Wealth Management, Inc.'s Huddleston Smith Wealth Management 401(k) Profit Sharing Plan held $1.4M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Huddleston Smith Wealth Management, Inc.'s EIN is 33-1119687.

EIN 33-1119687

Plan number 001

Plan year 2025

ACK ID 20260504133027NAL0006470050001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Huddleston Smith Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Huddleston Smith Wealth Management, Inc.'s plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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