How big is Smith Stohlman James & Gardere's plan?

Smith Stohlman James & Gardere's plan reported $5.1M in assets and 29 participants for 2025.

Original filing (PDF)20260424083021NAL0012393106001

Smith Stohlman James & Gardere

Name: Smith Stohlman James & Gardere — Smith Stohlman, Form 5500 (2025)
Creator: Smith Stohlman James & Gardere
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Stohlman James & Gardere 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Smith Stohlman James & Gardere's Smith Stohlman James & Gardere 401(k) Profit Sharing Plan & Trust held $5.1M in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Smith Stohlman James & Gardere's EIN is 59-2409211.

EIN 59-2409211

Plan number 002

Plan year 2025

ACK ID 20260424083021NAL0012393106001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Smith Stohlman James & Gardere'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 SMITH STOHLMAN JAMES & GARDERE.

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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