How big is Stevenson Smith, DMD, LLC's plan?

Stevenson Smith, DMD, LLC's plan reported $1.0M in assets and 13 participants for 2024.

Original filing (PDF)20251009171317NAL0011967760001

Stevenson Smith, DMD, LLC

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

Form 5500-SF

FILING_RECEIVED

Stevenson Smith, DMD, LLC 401(k) Plan

401(k) retirement plan · Stevenson Smith, DMD, LLC's Stevenson Smith, DMD, LLC 401(k) Plan held $1.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Richard Tatum signed Stevenson Smith, DMD, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Stevenson Smith, DMD, LLC's EIN is 87-1472848.

EIN 87-1472848

Plan number 001

Plan year 2024

ACK ID 20251009171317NAL0011967760001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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