How big is Smith Bigman Brock, P.A.'s plan?

Smith Bigman Brock, P.A.'s plan reported $4.9M in assets and 37 participants for 2024.

Original filing (PDF)20250908151329NAL0041695266001

Smith Bigman Brock, P.A.

Name: Smith Bigman Brock, P.A. — Smith Bigman Brock, P.A., Form 5500 (2024)
Creator: Smith Bigman Brock, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Bigman Brock, P.A. 401(k) Plan

401(k) retirement plan · Smith Bigman Brock, P.A.'s Smith Bigman Brock, P.A. 401(k) Plan held $4.9M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Smith Bigman Brock, P.A.'s EIN is 59-2880513.

EIN 59-2880513

Plan number 001

Plan year 2024

ACK ID 20250908151329NAL0041695266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith Bigman Brock, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Bigman Brock, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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