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  2. Smith Financial Services Inc

Filings through Oct 24, 2026.

Sponsor portfolio

Smith Financial Services Inc

EIN 20-3887729-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
1
Retirement
1
$28K assets
Welfare
0
Participants
5
507 COUNTY ST - TAUNTON, MA 02780508-823-9222
Plans on this EIN
1 filing
#001401(k)-$28K - 5 part

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Retirement#001

SMITH FINANCIAL 401K PLAN

401(k)

Assets$28K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMITH FINANCIAL 401K PLAN401(k)$28K52024
Retirement plans
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