How big is Smalling Investments, LLC's plan?

Smalling Investments, LLC's plan reported $674K in assets and 16 participants for 2024.

Original filing (PDF)20251015081942NAL0008633762001

Smalling Investments, LLC

Name: Smalling Investments, LLC — Smalling Investments, Form 5500 (2024)
Creator: Smalling Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smalling Investments, LLC 401(k) Plan

401(k) retirement plan · Smalling Investments, LLC's Smalling Investments, LLC 401(k) Plan held $674K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$674K

Net assets (EOY)

$674K

People on this filing

JOSH Smalling signed Smalling Investments, LLC's 2024 Form 5500 as plan administrator.

JOSH Smalling — 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

Smalling Investments, LLC's EIN is 46-4655001.

EIN 46-4655001

Plan number 001

Plan year 2024

ACK ID 20251015081942NAL0008633762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smalling Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smalling Investments, 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 SMALLING INVESTMENTS, LLC.

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