How big is Robert D. Smith's plan?

Robert D. Smith's plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20250711102247NAL0017145458001

Robert D. Smith

Name: Robert D. Smith — Robert D. Smith AGE-Weighted P/S, Form 5500 (2024)
Creator: Robert D. Smith
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert D. Smith AGE-Weighted P/S Plan

401(k) retirement plan · Robert D. Smith's Robert D. Smith AGE-Weighted P/S Plan held $2.1M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Robert Smith signed Robert D. Smith's 2024 Form 5500 as plan administrator.

Robert Smith — 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

Robert D. Smith's EIN is 42-1445386.

EIN 42-1445386

Plan number 001

Plan year 2024

ACK ID 20250711102247NAL0017145458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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