How big is Smith Family Ventures, LLC's plan?

Smith Family Ventures, LLC's plan reported $86K in assets and 31 participants for 2024.

Original filing (PDF)20251009221954NAL0004229555001

Smith Family Ventures, LLC

Name: Smith Family Ventures, LLC — Smith Dental 401(k), Form 5500 (2024)
Creator: Smith Family Ventures, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Dental 401(k) Plan

401(k) retirement plan · Smith Family Ventures, LLC's Smith Dental 401(k) Plan held $86K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$85K

People on this filing

LORI Smith signed Smith Family Ventures, LLC's 2024 Form 5500 as plan administrator.

LORI Smith — 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 Family Ventures, LLC's EIN is 47-1895243.

EIN 47-1895243

Plan number 001

Plan year 2024

ACK ID 20251009221954NAL0004229555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Family Ventures, 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 SMITH FAMILY VENTURES, LLC.

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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