How big is Smith Partners Wealth Management, LLC's plan?

Smith Partners Wealth Management, LLC's plan reported $568K in assets and 4 participants for 2024.

Original filing (PDF)20250717152333NAL0000540465001

Smith Partners Wealth Management, LLC

Name: Smith Partners Wealth Management, LLC — Smith Partne, Form 5500 (2024)
Creator: Smith Partners Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Partners Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Smith Partners Wealth Management, LLC's Smith Partners Wealth Management, LLC 401(k) Plan held $568K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$568K

Net assets (EOY)

$568K

Plan identifiers

Smith Partners Wealth Management, LLC's EIN is 45-0497729.

EIN 45-0497729

Plan number 001

Plan year 2024

ACK ID 20250717152333NAL0000540465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Partners Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Partners Wealth Management, LLC'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 PARTNERS WEALTH MANAGEMENT, LLC.

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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