What public Form 5500 filings show about the Smart Data Systems, LLC 401(k) plan — and how to find and check your own account.
Smart Data Systems, LLC (EIN 01-0849768) reports SMART DATA SYSTEMS LLC 401(K) PS PLAN on its most recent Form 5500, with $5.0M in plan assets across 36 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Smart Data Systems, LLC filing — schedules, fees, and providers.
Smart Data Systems, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Smart Data Systems, LLCHR for the recordkeeper’s name and login.