Smith Health, Inc. 401(k) Plan: Login, Facts & Contact Information

Smith Health, Inc. 401(k) Plan Facts

Plan name
SMITH HEALTH 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SMITH HEALTH, INC.
Participants
669 (630 active employees)
Former employees with a balance
183
Plan assets
$10,516,135 at Dec 31, 2024
Average account balance
$13,675 across 769 accounts
Recordkeeper
Guideline, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 23, 2017
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.98 million went into the plan in contributions.
  • $484,052 was paid out to participants.
  • Investment and other income added $1.14 million.
  • Administrative expenses were $12,697, about $17 per account.

How the Smith Health, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201956$1.48 million$224,540$406,960
202082$1.67 million$0$363,591
202186$2.47 million$0$325,981
2022145$2.72 million$0$73,984
2023275$5.90 million$0$215,891
2024669$10.5 million$-88,947$484,052

Smith Health, Inc. 401(k) Contact Information

Phone
844-454-0123
Mailing address
300 BRANNAN ST STE 601, SAN FRANCISCO CA 94107
Plan sponsor
SMITH HEALTH, INC.
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
81-1489804
Plan number
001

Questions about the Smith Health, Inc. 401(k)

Does Smith Health, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Smith Health, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Smith Health, Inc 401(k) plan?

669 participants at the start of plan year 2024, 630 of them active employees, and 183 former employees who still had money in the plan.

What is the average 401(k) balance at Smith Health, Inc?

About $13,675 per account: $10.5 million in plan assets across 769 accounts with a balance at the end of plan year 2024.

Who manages the Smith Health, Inc 401(k) accounts?

Guideline (listed on the filing as GUIDELINE, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Smith Health, Inc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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