How big is Kaeli Smith & Co.'s plan?

Kaeli Smith & Co.'s plan reported $139K in assets and 9 participants for 2024.

Original filing (PDF)20250625155742NAL0011775504001

Kaeli Smith & Co.

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

Form 5500-SF

FILING_RECEIVED

Smith & Quinn 401(k) Plan

401(k) retirement plan · Kaeli Smith & Co.'s Smith & Quinn 401(k) Plan held $139K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$139K

Net assets (EOY)

$139K

Plan identifiers

Kaeli Smith & Co.'s EIN is 81-3832886.

EIN 81-3832886

Plan number 001

Plan year 2024

ACK ID 20250625155742NAL0011775504001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kaeli Smith & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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