How big is Simmons Sweeney Freimund Smith Tardif, PLLC's plan?

Simmons Sweeney Freimund Smith Tardif, PLLC's plan reported $1.4M in assets and 32 participants for 2024.

Original filing (PDF)20250725093146NAL0016602562001

Simmons Sweeney Freimund Smith Tardif, PLLC

Name: Simmons Sweeney Freimund Smith Tardif, PLLC — Form 5500 Plan 002 (2024)
Creator: Simmons Sweeney Freimund Smith Tardif, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simmons Sweeney Freimund Smith Tardif, PLLC Cash Balance Plan

Defined-benefit pension plan · Simmons Sweeney Freimund Smith Tardif, PLLC's Simmons Sweeney Freimund Smith Tardif, PLLC Cash Balance Plan held $1.4M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Madison Demaio signed Simmons Sweeney Freimund Smith Tardif, PLLC's 2024 Form 5500 as plan administrator.

Madison Demaio — 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

Simmons Sweeney Freimund Smith Tardif, PLLC's EIN is 85-1320813.

EIN 85-1320813

Plan number 002

Plan year 2024

ACK ID 20250725093146NAL0016602562001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simmons Sweeney Freimund Smith Tardif, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simmons Sweeney Freimund Smith Tardif, PLLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMMONS SWEENEY FREIMUND SMITH TARDIF, PLLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score