How big is Smith Currie & OLES LLP Associates 401(k) Plan's plan?

Smith Currie & OLES LLP Associates 401(k) Plan's plan reported $10.0M in assets and 40 participants for 2024.

Original filing (PDF)20251002203423NAL0000877057001

Smith Currie & OLES LLP Associates 401(k) Plan

Name: Smith Currie & OLES LLP Associates 401(k) Plan — Form 5500 Plan 004 (2024)
Creator: Smith Currie & OLES LLP Associates 401(k) Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith, Currie & OLES LLP Associates 401(k) Plan

401(k) retirement plan · Smith Currie & OLES LLP Associates 401(k) Plan's Smith, Currie & OLES LLP Associates 401(k) Plan held $10.0M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

Plan identifiers

Smith Currie & OLES LLP Associates 401(k) Plan's EIN is 58-0954951.

EIN 58-0954951

Plan number 004

Plan year 2024

ACK ID 20251002203423NAL0000877057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Currie & OLES LLP Associates 401(k) Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Currie & OLES LLP Associates 401(k) Plan'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 ASSOCIATES 401(K) PLAN.

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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 (89th percentile).

Plan sponsor

Name

SMITH CURRIE & OLES LLP ASSOCIATES 401(K) PLAN

EIN

all filings

Address

2700 MARQUIS ONE TOWER · 245 PTREE CTR AVE NE · ATLANTA, GA · 30303

Phone

(404) 521-3800

Industry

Law Offices· Professional & Technical Services

Plan administrator