How big is Berreth Smith and Associates' plan?

Berreth Smith and Associates' plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250529120545NAL0007781169001

Berreth Smith and Associates

Name: Berreth Smith and Associates — Berreth Smith and, Form 5500 (2024)
Creator: Berreth Smith and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berreth Smith and Associates 401(k) Plan

401(k) retirement plan · Berreth Smith and Associates' Berreth Smith and Associates 401(k) Plan held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Berreth Smith and Associates' EIN is 91-2034771.

EIN 91-2034771

Plan number 001

Plan year 2024

ACK ID 20250529120545NAL0007781169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berreth Smith and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berreth Smith and Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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