How big is Smith Financial Group's plan?

Smith Financial Group's plan reported $414K in assets and 6 participants for 2024.

Original filing (PDF)20250725104908NAL0003123155001

Smith Financial Group

Name: Smith Financial Group — Smith Financial Group 401(k), Form 5500 (2024)
Creator: Smith Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Financial Group 401(k) Plan

401(k) retirement plan · Smith Financial Group's Smith Financial Group 401(k) Plan held $414K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

Plan identifiers

Smith Financial Group's EIN is 41-1939985.

EIN 41-1939985

Plan number 001

Plan year 2024

ACK ID 20250725104908NAL0003123155001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Financial Group'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 SMITH FINANCIAL GROUP.

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