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Original filing (PDF)20260223134819NAL0001156529001
SMITH THORNTON ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
SMITH THORNTON ADVISORS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.2 mo
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
87
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.2 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITH THORNTON ADVISORS, LLC.
Plan sponsor
Name
SMITH THORNTON ADVISORS, LLC
EIN
45-3064370
Address
626 CLINTON AVE W STE 100 · HUNTSVILLE, AL · 358015552
Phone
(256) 715-7715
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-23
Pension benefit codes
2J · 401(k) feature
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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