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Sponsor portfolio

SMITH, FRANK & PARTNER, LLC

EIN 11-3647291-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
8
5400 LBJ FREEWAY, SUITE 1250 - DALLAS, TX 75240972-490-4377smithfrank.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.6M - 8 part

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Retirement#001

SMITH, FRANK & PARTNER 401(K) PLAN

401k

Assets$1.6M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMITH, FRANK & PARTNER 401(K) PLAN401k$1.6M82025
Retirement plans
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