How big is Smith Trial Group, P.C.'s plan?

Smith Trial Group, P.C.'s plan reported $390K in assets and 3 participants for 2024.

Original filing (PDF)20250909094408NAL0020133585001

Smith Trial Group, P.C.

Name: Smith Trial Group, P.C. — Smith Trial Group, P.C., Form 5500 (2024)
Creator: Smith Trial Group, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Trial Group, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Smith Trial Group, P.C.'s Smith Trial Group, P.C. 401(k) Profit Sharing Plan held $390K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$390K

Net assets (EOY)

$390K

Plan identifiers

Smith Trial Group, P.C.'s EIN is 47-4362122.

EIN 47-4362122

Plan number 001

Plan year 2024

ACK ID 20250909094408NAL0020133585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Trial Group, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Trial Group, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 TRIAL GROUP, P.C..

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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