How big is Smith Legacy Services LLC's plan?

Smith Legacy Services LLC's plan reported $647K in assets and 6 participants for 2025.

Original filing (PDF)20260522074450NAL0002670993001

Smith Legacy Services LLC

Name: Smith Legacy Services LLC — Smith Legacy Services, Form 5500 (2025)
Creator: Smith Legacy Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Legacy Services LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Smith Legacy Services LLC's Smith Legacy Services LLC 401(k) Profit Sharing Plan & Trust held $647K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$647K

Net assets (EOY)

$647K

People on this filing

Edward Rojas signed Smith Legacy Services LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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 Services LLC's EIN is 83-1120914.

EIN 83-1120914

Plan number 001

Plan year 2025

ACK ID 20260522074450NAL0002670993001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Smith Legacy Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Smith Legacy Services 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 SERVICES 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

Knocking points off