How big is Parten Smith Inc.'s plan?

Parten Smith Inc.'s plan reported $66K in assets and 18 participants for 2024.

Original filing (PDF)20250724105731NAL0013038562001

Parten Smith Inc.

Name: Parten Smith Inc. — Parten Smith Inc. Retirement, Form 5500 (2024)
Creator: Parten Smith Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Parten Smith Inc. Retirement Trust

401(k) retirement plan · Parten Smith Inc.'s Parten Smith Inc. Retirement Trust held $66K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Plan Sponsor signed Parten Smith Inc.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Parten Smith Inc.'s EIN is 46-3978998.

EIN 46-3978998

Plan number 001

Plan year 2024

ACK ID 20250724105731NAL0013038562001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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