How big is Smith & Breckenridge, Inc.'s plan?

Smith & Breckenridge, Inc.'s plan reported $1.3M in assets and 3 participants for 2025.

Original filing (PDF)20260324140319NAL0001529907001

Smith & Breckenridge, Inc.

Name: Smith & Breckenridge, Inc. — Smith & Breckenridge, Form 5500 (2025)
Creator: Smith & Breckenridge, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith & Breckenridge, Inc. Retirement Plan

401(k) retirement plan · Smith & Breckenridge, Inc.'s Smith & Breckenridge, Inc. Retirement Plan held $1.3M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Smith & Breckenridge, Inc.'s EIN is 95-3590808.

EIN 95-3590808

Plan number 001

Plan year 2025

ACK ID 20260324140319NAL0001529907001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Smith & Breckenridge, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Smith & Breckenridge, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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