How big is Smith Insurance Brokers, LLC's plan?

Smith Insurance Brokers, LLC's plan reported $23K in assets and 2 participants for 2024.

Original filing (PDF)20250620093804NAL0002220339001

Smith Insurance Brokers, LLC

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

Form 5500-SF

FILING_RECEIVED

Smith Insurance Brokers, LLC 401(k) Plan

401(k) retirement plan · Smith Insurance Brokers, LLC's Smith Insurance Brokers, LLC 401(k) Plan held $23K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

Plan identifiers

Smith Insurance Brokers, LLC's EIN is 47-5218780.

EIN 47-5218780

Plan number 001

Plan year 2024

ACK ID 20250620093804NAL0002220339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Insurance Brokers, 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 INSURANCE BROKERS, LLC.

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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