How big is Smith Orthodontics, Inc.'s plan?

Smith Orthodontics, Inc.'s plan reported $2.0M in assets and 6 participants for 2024.

Original filing (PDF)20250729072516NAL0001157523001

Smith Orthodontics, Inc.

Name: Smith Orthodontics, Inc. — AMY Gerber Smith and, Form 5500 (2024)
Creator: Smith Orthodontics, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AMY Gerber Smith and Richard D. Smith, Jr. 401(k) Plan

401(k) retirement plan · Smith Orthodontics, Inc.'s AMY Gerber Smith and Richard D. Smith, Jr. 401(k) Plan held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Smith Orthodontics, Inc.'s EIN is 83-2867405.

EIN 83-2867405

Plan number 001

Plan year 2024

ACK ID 20250729072516NAL0001157523001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Orthodontics, Inc.'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 ORTHODONTICS, INC..

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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