How big is Smith Securities LLC's plan?

Smith Securities LLC's plan reported $15K in assets and 2 participants for 2024.

Original filing (PDF)20250909113455NAL0020175617001

Smith Securities LLC

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

Form 5500-SF

FILING_RECEIVED

Smith Securities 401(k) Plan

401(k) retirement plan · Smith Securities LLC's Smith Securities 401(k) Plan held $15K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Christopher Smith signed Smith Securities LLC's 2024 Form 5500 as plan administrator.

Christopher Smith — 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 Securities LLC's EIN is 82-1662055.

EIN 82-1662055

Plan number 001

Plan year 2024

ACK ID 20250909113455NAL0020175617001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Securities LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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