Original filing (PDF)20251011163054NAL0014028368001

SMITH & FREEMAN PA

Name: SMITH & FREEMAN PA — SMITH & FREEMAN PA 401(K) PLAN, Form 5500 (2024)
Creator: SMITH & FREEMAN PA

Form 5500-SF

FILING_RECEIVED

SMITH & FREEMAN PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SMITH & FREEMAN PA

EIN

59-2412884all filings

Address

2515 COUNTRYSIDE BLVD · SUITE F · CLEARWATER, FL · 33763

Phone

(727) 725-2727

Industry