L. Myles Smith & Company DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: L. Myles Smith & Company
  • Sponsor EIN: 731096510
  • Sponsor Address: 3408 FRENCH PARK, EDMOND, OK, 73034
  • Plan Type: DC
  • Total Participants: 18
  • Total Assets: $6.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202418$6.8M$129,264$161,721
202315$5.8M$148,723$161,842
202214$4.7M$136,393$142,635

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