How big is Smith Kroeger's plan?

Smith Kroeger's plan reported $3.2M in assets and 72 participants for 2025.

Original filing (PDF)20260210103654NAL0002109393001

Smith Kroeger

Name: Smith Kroeger — Smith Kroeger 401(k) Plan, Form 5500 (2025)
Creator: Smith Kroeger
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Kroeger 401(k) Plan

401(k) retirement plan · Smith Kroeger's Smith Kroeger 401(k) Plan held $3.2M in plan assets for 72 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Julie Engel signed Smith Kroeger's 2025 Form 5500 as plan administrator.

Julie Engel — 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 Kroeger's EIN is 47-0469755.

EIN 47-0469755

Plan number 001

Plan year 2025

ACK ID 20260210103654NAL0002109393001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Smith Kroeger from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Smith Kroeger's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 KROEGER.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off