· 2022–2024 · DOL EFAST2

Heather L. Smith PHD, LLC — Heather L. Smith PHD, Form 5500 (2025)

Original filing (PDF)20260615110341NAL0001075297001

Heather L. Smith PHD, LLC

Form 5500-SF

FILING_RECEIVED

Heather L. Smith PHD, LLC 401(k) Plan

401(k) retirement plan · Heather L. Smith PHD, LLC's Heather L. Smith PHD, LLC 401(k) Plan held $121K in plan assets for 2 participants in 2025.

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$121K

Net assets (EOY)

$121K

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

81

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HEATHER L. SMITH PHD, LLC

EIN

83-2484410all filings

Address

21 E. 62ND ST. · KANSAS CITY, MO · 64113

Phone

(816) 678-0661

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-15

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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