How big is The Smith Agency Ltd.'s plan?

The Smith Agency Ltd.'s plan reported $264K in assets and 4 participants for 2024.

Original filing (PDF)20250905143058NAL0017283377001

The Smith Agency Ltd.

Name: The Smith Agency Ltd. — The Smith Agency 401(k) Plan, Form 5500 (2024)
Creator: The Smith Agency Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Smith Agency 401(k) Plan

401(k) retirement plan · The Smith Agency Ltd.'s The Smith Agency 401(k) Plan held $264K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

People on this filing

Melissa Catherine Smith signed The Smith Agency Ltd.'s 2024 Form 5500 as plan administrator.

Melissa Catherine Smith — 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

The Smith Agency Ltd.'s EIN is 58-1710794.

EIN 58-1710794

Plan number 001

Plan year 2024

ACK ID 20250905143058NAL0017283377001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Smith Agency Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Smith Agency Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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