How big is Hunter, Smith & Davis, LLP's plan?

Hunter, Smith & Davis, LLP's plan reported $18.5M in assets and 42 participants for 2024.

Original filing (PDF)20250623143621NAL0015676514001

Hunter, Smith & Davis, LLP

Name: Hunter, Smith & Davis, LLP — Hunter Smith & Davis, Form 5500 (2024)
Creator: Hunter, Smith & Davis, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hunter Smith & Davis 401(k) Profit Sharing Plan

401(k) retirement plan · Hunter, Smith & Davis, LLP's Hunter Smith & Davis 401(k) Profit Sharing Plan held $18.5M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.5M

Net assets (EOY)

$18.5M

People on this filing

LISA Bishop signed Hunter, Smith & Davis, LLP's 2024 Form 5500 as plan administrator.

LISA Bishop — 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

Hunter, Smith & Davis, LLP's EIN is 62-0762061.

EIN 62-0762061

Plan number 002

Plan year 2024

ACK ID 20250623143621NAL0015676514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hunter, Smith & Davis, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hunter, Smith & Davis, LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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