Smith/Roberts & Associates, Inc. 401(k) Profit Sharing Plan
401(k) retirement plan · Smith/Roberts & Associates, Inc.'s Smith/Roberts & Associates, Inc. 401(k) Profit Sharing Plan held $1.6M in plan assets for 1 participants in 2023.
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
3
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
97
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMITH/ROBERTS & ASSOCIATES, INC..
