How big is Smith Financial, LLC's plan?

Smith Financial, LLC's plan reported $844K in assets and 3 participants for 2024.

Original filing (PDF)20250702175751NAL0007415955001

Smith Financial, LLC

Name: Smith Financial, LLC — Smith Financial, LLC 401(k), Form 5500 (2024)
Creator: Smith Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith Financial, LLC 401(k) Plan

401(k) retirement plan · Smith Financial, LLC's Smith Financial, LLC 401(k) Plan held $844K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$844K

Net assets (EOY)

$844K

Plan identifiers

Smith Financial, LLC's EIN is 85-2491124.

EIN 85-2491124

Plan number 001

Plan year 2024

ACK ID 20250702175751NAL0007415955001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smith Financial, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

SMITH FINANCIAL, LLC

EIN

all filings

Address

9955 SE WASHINGTON ST · PORTLAND, OR · 97216

Phone

(503) 252-0078

Industry

Finance & Insurance

Plan administrator