Original filing (PDF)20250425221229NAL0009566289002

DR. CHRISTOPHER D. SMITH & ASSOCIATES, LLC

Name: DR. CHRISTOPHER D. SMITH & ASSOCIATES, LLC — DR. CHRISTOPHER D. SMITH & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: DR. CHRISTOPHER D. SMITH & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

DR. CHRISTOPHER D. SMITH & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

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

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 DR. CHRISTOPHER D. SMITH & ASSOCIATES, LLC.

Plan sponsor

Name

DR. CHRISTOPHER D. SMITH & ASSOCIATES, LLC

EIN

84-2185001all filings

Address

2665 MONROE ROAD · STE 100 · DE PERE, WI · 54115

Phone

(920) 347-8998

Industry

Health Care & Social Assistancesee all

Plan administrator