How big is Avera & Smith LLP's plan?

Avera & Smith LLP's plan reported $3.5M in assets and 22 participants for 2025.

Original filing (PDF)20260423075220NAL0007109968001

Avera & Smith LLP

Name: Avera & Smith LLP — Avera & Smith 401(k) Profit, Form 5500 (2025)
Creator: Avera & Smith LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avera & Smith 401(k) Profit Sharing Plan

401(k) retirement plan · Avera & Smith LLP's Avera & Smith 401(k) Profit Sharing Plan held $3.5M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

DAWN Vallejos-Nichols signed Avera & Smith LLP's 2025 Form 5500 as plan administrator.

DAWN Vallejos-Nichols — 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

Avera & Smith LLP's EIN is 54-2118084.

EIN 54-2118084

Plan number 002

Plan year 2025

ACK ID 20260423075220NAL0007109968001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Avera & Smith LLP'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 AVERA & SMITH LLP.

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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

Knocking points off