How big is Norton & Smith, PC's plan?

Norton & Smith, PC's plan reported $1.2M in assets and 1 participants for 2024.

Original filing (PDF)20251015144305NAL0005166577001

Norton & Smith, PC

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

Form 5500-SF

FILING_RECEIVED

Norton & Smith, PC 401(k) Plan

401(k) retirement plan · Norton & Smith, PC's Norton & Smith, PC 401(k) Plan held $1.2M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Charles Norton signed Norton & Smith, PC's 2024 Form 5500 as plan administrator.

Charles Norton — 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

Norton & Smith, PC's EIN is 84-1079419.

EIN 84-1079419

Plan number 001

Plan year 2024

ACK ID 20251015144305NAL0005166577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Norton & Smith, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

NORTON & SMITH, PC

EIN

all filings

Address

600 17TH STREET · SUITE 2150S · DENVER, CO · 80202

Phone

(303) 292-6400

Industry

Law Offices· Professional & Technical Services

Plan administrator