How big is Smith Equities Corporation's plan?

Smith Equities Corporation's plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20250925142503NAL0009843120001

Smith Equities Corporation

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

Form 5500-SF

FILING_RECEIVED

Smith Equities Corporation Pension Plan

401(k) retirement plan · Smith Equities Corporation's Smith Equities Corporation Pension Plan held $1.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Smith Equities Corporation's EIN is 38-3023531.

EIN 38-3023531

Plan number 001

Plan year 2024

ACK ID 20250925142503NAL0009843120001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Equities Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Equities Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 EQUITIES CORPORATION.

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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