How big is Smith Management Services, Inc.'s plan?

Smith Management Services, Inc.'s plan reported $2.5M in assets and 3 participants for 2024.

Original filing (PDF)20250429123855NAL0000512225001

Smith Management Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Smith Management Services, Inc. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Smith Management Services, Inc.'s Smith Management Services, Inc. Profit Sharing Plan and Trust held $2.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Smith Management Services, Inc.'s EIN is 80-0031724.

EIN 80-0031724

Plan number 001

Plan year 2024

ACK ID 20250429123855NAL0000512225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Management Services, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

Finding similar companies…

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