How big is Smith Financial Services, Inc.'s plan?

Smith Financial Services, Inc.'s plan reported $186K in assets and 3 participants for 2024.

Original filing (PDF)20251009140037NAL0006685745001

Smith Financial Services, Inc.

Name: Smith Financial Services, Inc. — Smith Financial, Form 5500 (2024)
Creator: Smith Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Financial Services Retirement Savings Plan

401(k) retirement plan · Smith Financial Services, Inc.'s Smith Financial Services Retirement Savings Plan held $186K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

Plan identifiers

Smith Financial Services, Inc.'s EIN is 34-1930028.

EIN 34-1930028

Plan number 001

Plan year 2024

ACK ID 20251009140037NAL0006685745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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