How big is Smith Schafer Davis LLC's plan?

Smith Schafer Davis LLC's plan reported $2.3M in assets and 7 participants for 2024.

Original filing (PDF)20250714102214NAL0001293824001

Smith Schafer Davis LLC

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

Form 5500-SF

FILING_RECEIVED

Smith Schafer Davis LLC 401(k) Retirement Plan

401(k) retirement plan · Smith Schafer Davis LLC's Smith Schafer Davis LLC 401(k) Retirement Plan held $2.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Robert M Schafer signed Smith Schafer Davis LLC's 2024 Form 5500 as plan administrator.

Robert M Schafer — 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 Schafer Davis LLC's EIN is 81-0910376.

EIN 81-0910376

Plan number 002

Plan year 2024

ACK ID 20250714102214NAL0001293824001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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