How big is Smith Currie OLES LLP's plan?

Smith Currie OLES LLP's plan reported $82.2M in assets and 89 participants for 2024.

Original filing (PDF)20251003085902NAL0000706579001

Smith Currie OLES LLP

Name: Smith Currie OLES LLP — Smith Currie & OLES LLP, Form 5500 (2024)
Creator: Smith Currie OLES LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Currie & OLES LLP Savings Incentive Plan

401(k) retirement plan · Smith Currie OLES LLP's Smith Currie & OLES LLP Savings Incentive Plan held $82.2M in plan assets for 89 participants in 2024.

Active participants

Accounts w/ balance

118

Plan assets (EOY)

$82.2M

Net assets (EOY)

$82.2M

Plan identifiers

Smith Currie OLES LLP's EIN is 58-0954951.

EIN 58-0954951

Plan number 003

Plan year 2024

ACK ID 20251003085902NAL0000706579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Currie OLES LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Currie OLES LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMITH CURRIE OLES LLP.

Finding similar companies…

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