How big is WARE Smith Woolever & Co.'s plan?

WARE Smith Woolever & Co.'s plan reported $2.9M in assets and 10 participants for 2025.

Original filing (PDF)20260513103015NAL0015209010001

WARE Smith Woolever & Co.

Name: WARE Smith Woolever & Co. — WARE, Smith, Woolever &, Form 5500 (2025)
Creator: WARE Smith Woolever & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WARE, Smith, Woolever & Co. Pension Plan

401(k) retirement plan · WARE Smith Woolever & Co.'s WARE, Smith, Woolever & Co. Pension Plan held $2.9M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Kirk WARE signed WARE Smith Woolever & Co.'s 2025 Form 5500 as plan administrator.

Kirk WARE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

WARE Smith Woolever & Co.'s EIN is 38-1779550.

EIN 38-1779550

Plan number 001

Plan year 2025

ACK ID 20260513103015NAL0015209010001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for WARE Smith Woolever & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

WARE Smith Woolever & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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