P 401(k) Plan Report

Stable plan record

SMITH FINANCIAL SERVICES RETIREMENT SAVINGS PLAN

Sponsored by SMITH FINANCIAL SERVICES, INC. · EIN/PN 341930028-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$415
Administrative cost per participant
2025
$822
Active participants
2025
2
Total plan assets
2025
$103,759
Participant loans as a share of assets
2025
37.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260611155402NAL00054401770012$415
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.