Original filing (PDF)20250929114948NAL0012139072001

LEE SMART, P.S., INC

Name: LEE SMART, P.S., INC — LEE SMART, P.S., INC 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: LEE SMART, P.S., INC

Form 5500-SF

FILING_RECEIVED

LEE SMART, P.S., INC 401(K) PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE SMART, P.S., INC.

Plan sponsor

Name

LEE SMART, P.S., INC

EIN

91-0902966

Address

701 PIKE STREET, SUITE 1800 · SEATTLE, WA · 98101

Phone

(206) 624-7990

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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