What public Form 5500 filings show about the Smart Transition Strategies LLC 401(k) plan — and how to find and check your own account.
Smart Transition Strategies LLC (EIN 81-1140061) reports SMART TRANSITION STRATEGIES INDIVIDUAL 401(K) PLAN on its most recent Form 5500, with $480K in plan assets across 2 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 Transition Strategies LLC filing — schedules, fees, and providers.
Smart Transition Strategies 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 Transition Strategies LLCHR for the recordkeeper’s name and login.
