How big is Smith Hartvigsen PLLC's plan?

Smith Hartvigsen PLLC's plan reported $4.4M in assets and 19 participants for 2024.

Original filing (PDF)20250922145956NAL0012572658001

Smith Hartvigsen PLLC

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

Form 5500-SF

FILING_RECEIVED

Smith Hartvigsen PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Smith Hartvigsen PLLC's Smith Hartvigsen PLLC 401(k) Profit Sharing Plan held $4.4M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Spencer Cobabe signed Smith Hartvigsen PLLC's 2024 Form 5500 as plan administrator.

Spencer Cobabe — 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

Smith Hartvigsen PLLC's EIN is 41-2062511.

EIN 41-2062511

Plan number 001

Plan year 2024

ACK ID 20250922145956NAL0012572658001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Hartvigsen PLLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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