What public Form 5500 filings show about the Smart Investment Group Incorpora 401(k) plan — and how to find and check your own account.
Smart Investment Group Incorpora (EIN 46-5414155) reports PETES RESTAURANT 401(K) on its most recent Form 5500, with $65K in plan assets across 62 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 Investment Group Incorpora filing — schedules, fees, and providers.
Smart Investment Group Incorpora’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 Investment Group IncorporaHR for the recordkeeper’s name and login.
