How big is Smith Ranch Homes Homeowners' plan?

Smith Ranch Homes Homeowners' plan reported $1.9M in assets and 65 participants for 2024.

Original filing (PDF)20250611101219NAL0015839313001

Smith Ranch Homes Homeowners

Name: Smith Ranch Homes Homeowners — Smith Ranch Homes, Form 5500 (2024)
Creator: Smith Ranch Homes Homeowners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Ranch Homes Homeowners' Assoc. 401(k) Plan

401(k) retirement plan · Smith Ranch Homes Homeowners' Smith Ranch Homes Homeowners' Assoc. 401(k) Plan held $1.9M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Scott Newman signed Smith Ranch Homes Homeowners' 2024 Form 5500 as plan administrator.

Scott Newman — 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 Ranch Homes Homeowners' EIN is 68-0220972.

EIN 68-0220972

Plan number 001

Plan year 2024

ACK ID 20250611101219NAL0015839313001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Ranch Homes Homeowners' 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 RANCH HOMES HOMEOWNERS.

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Plan health score

Above-average plan

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

Knocking points off