How big is Charles E Smith Management, LLC's plan?

Charles E Smith Management, LLC's plan reported $8.1M in assets and 23 participants for 2024.

Original filing (PDF)20250710062044NAL0003284675001

Charles E Smith Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Charles E Smith Management, LLC 401(k) Plan

401(k) retirement plan · Charles E Smith Management, LLC's Charles E Smith Management, LLC 401(k) Plan held $8.1M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan identifiers

Charles E Smith Management, LLC's EIN is 52-0745065.

EIN 52-0745065

Plan number 333

Plan year 2024

ACK ID 20250710062044NAL0003284675001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Charles E Smith Management, 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 CHARLES E SMITH MANAGEMENT, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

CHARLES E SMITH MANAGEMENT, LLC

EIN

all filings

Address

241 18TH STREET SOUTH · SUITE 630 · ARLINGTON, VA · 22202

Phone

(703) 769-1023

Industry

Real Estate

Plan administrator