How big is Smith Agency's plan?

Smith Agency's plan reported $2.2M in assets and 67 participants for 2024.

Original filing (PDF)20250807105224NAL0004885536001

Smith Agency

Name: Smith Agency — Smith Agency 403(b) Plan, Form 5500 (2024)
Creator: Smith Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Agency 403(b) Plan

403(b) retirement plan · Smith Agency's Smith Agency 403(b) Plan held $2.2M in plan assets for 67 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Ginger Munroe signed Smith Agency's 2024 Form 5500 as plan administrator.

Ginger Munroe — 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 Agency's EIN is 84-1198543.

EIN 84-1198543

Plan number 002

Plan year 2024

ACK ID 20250807105224NAL0004885536001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Agency's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 AGENCY.

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

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

Plan sponsor

Name

SMITH AGENCY

EIN

all filings

Address

14364 E EVANS AVE · AURORA, CO · 80014

Phone

(303) 696-1154

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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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