How big is Bagwell HOLT Smith P.A.'s plan?

Bagwell HOLT Smith P.A.'s plan reported $6.1M in assets and 61 participants for 2024.

Original filing (PDF)20250624081336NAL0016300690001

Bagwell HOLT Smith P.A.

Name: Bagwell HOLT Smith P.A. — Bagwell HOLT Smith 401(k), Form 5500 (2024)
Creator: Bagwell HOLT Smith P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bagwell HOLT Smith 401(k) Plan

401(k) retirement plan · Bagwell HOLT Smith P.A.'s Bagwell HOLT Smith 401(k) Plan held $6.1M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Bagwell HOLT Smith P.A.'s EIN is 56-1713234.

EIN 56-1713234

Plan number 001

Plan year 2024

ACK ID 20250624081336NAL0016300690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bagwell HOLT Smith P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bagwell HOLT Smith P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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