How big is Smith Legacy Law, LLC's plan?

Smith Legacy Law, LLC's plan reported $910K in assets and 3 participants for 2024.

Original filing (PDF)20251009171644NAL0011975552001

Smith Legacy Law, LLC

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

Form 5500-SF

FILING_RECEIVED

Smith Legacy Law, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Smith Legacy Law, LLC's Smith Legacy Law, LLC 401(k) Profit Sharing Plan held $910K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$910K

Net assets (EOY)

$910K

People on this filing

Richard Tatum signed Smith Legacy Law, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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 Legacy Law, LLC's EIN is 82-4727533.

EIN 82-4727533

Plan number 001

Plan year 2024

ACK ID 20251009171644NAL0011975552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Legacy Law, LLC's 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 LEGACY LAW, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SMITH LEGACY LAW, LLC

EIN

all filings

Address

3 GREENWICH OFFICE PARK, SUITE 150 · GREENWICH, CT · 06831

Phone

(203) 489-5362

Industry

Law Offices· Professional & Technical Services

Plan administrator