How big is Smith Morgan, LLP's plan?

Smith Morgan, LLP's plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20250902171200NAL0024731776001

Smith Morgan, LLP

Name: Smith Morgan, LLP — Smith Morgan, LLP 401(k) PS Plan, Form 5500 (2024)
Creator: Smith Morgan, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Morgan, LLP 401(k) PS Plan

401(k) retirement plan · Smith Morgan, LLP's Smith Morgan, LLP 401(k) PS Plan held $2.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

William W. Morgan signed Smith Morgan, LLP's 2024 Form 5500 as plan administrator.

William W. Morgan — 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 Morgan, LLP's EIN is 46-1643069.

EIN 46-1643069

Plan number 001

Plan year 2024

ACK ID 20250902171200NAL0024731776001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Morgan, LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 MORGAN, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SMITH MORGAN, LLP

EIN

all filings

Address

525 GLEN CREEK RD NW SUITE 300 · SALEM, OR · 97304

Phone

(503) 362-9252

Industry

Law Offices· Professional & Technical Services

Plan administrator