Original filing (PDF)20250825140643NAL0003957875001

TRANER SMITH & CO, PLLC

Name: TRANER SMITH & CO, PLLC — TRANER SMITH & COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: TRANER SMITH & CO, PLLC

Form 5500-SF

FILING_RECEIVED

TRANER SMITH & COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 TRANER SMITH & CO, PLLC.

Plan sponsor

Name

TRANER SMITH & CO, PLLC

EIN

91-1657150

Address

201 FIFTH AVE S STE 202 · EDMONDS, WA · 98020

Phone

(425) 640-8650

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

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

Related plans

Similar-size CPA Offices plans

GLADSTONE STRUM & COMPANY PLLC

GLADSTONE STRUM & COMPANY PLLC 401(K) PLAN

$1.9M · 10 participants

TEPPER, TEPPER & KOPROWSKI, CPAS P.C.

TEPPER, TEPPER, & KOPROWSKI, CPAS PC SELF TRUSTED PROFIT SHARING PLAN & TRUST

$1.9M · 7 participants

MURPHY & WARREN (APC)

MURPHY & WARREN 401K PLAN

$1.9M · 5 participants

WEIL & COMPANY LLP

EMPLOYEES' 401(K) PLAN OF WEIL & COMPANY LLP

$1.9M · 1 participants

JOYCE E. RETHMEIER, CPA

JOYCE E. RETHMEIER, CPA PROFIT SHARING PLAN AND TRUST