How big is Smith Management's plan?

Smith Management's plan reported $2.8M in assets and 213 participants for 2024.

Original filing (PDF)20250630153159NAL0029019746001

Smith Management

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

Form 5500-SF

FILING_RECEIVED

Smith Management 401(k) Plan

401(k) retirement plan · Smith Management's Smith Management 401(k) Plan held $2.8M in plan assets for 213 participants in 2024.

Signals · 1

No auditor on file

Active participants

213

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

TARA Evans, for TAG Resources signed Smith Management's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Smith Management's EIN is 62-0947230.

EIN 62-0947230

Plan number 001

Plan year 2024

ACK ID 20250630153159NAL0029019746001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score