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Original filing (PDF)20251015095357NAL0008605170001
SMRT, INC.
Form 5500
FILING_RECEIVED
SMRT, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
127
Accounts w/ balance
188
Plan assets (EOY)
$31.6M
Net assets (EOY)
$31.6M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMRT, INC..
Plan sponsor
Name
SMRT, INC.
EIN
01-0384169
Address
P.O. BOX 618 · PORTLAND, ME · 04104
Phone
(877) 700-7678
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDMP ASSURANCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | 31-1509466 | — | ADVISOR | $32K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOWNEAST PENSION SERVICES INC | 15-0395735 | — | TPA | $7K | — |
Investments
35 direct securities · 1 pooled fund· $31.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$31.4M
35 holdings
Common Collective Trust
$58K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 Fund | — | — | — | $4.9M | 15.5% | |
| Fidelity Advisor Freedom 2040 Fund | — | — | — | $3.1M | 10.0% | |
| Fidelity Advisor Freedom 2030 Fund | — | — | — | $3.0M | 9.6% | |
| Fidelity Advisor Freedom 2050 Fund | — | — | — | $2.8M | 9.0% | |
| Fidelity Advisor Freedom 2045 Fund | — | — | — | $2.1M | 6.6% | |
| Fidelity 500 Index Fund | — | — | — | $2.0M | 6.2% | |
| Fidelity Advisor New Insights Fund Z | — | — | — | $1.5M | 4.9% | |
| Fidelity Advisor Freedom 2055 Fund | — | — | — | $1.4M | 4.4% | |
| BlackRock Equity Dividend Fund | — | — | — | $1.1M | 3.5% | |
| JP Morgan US Equity Fund R6 | — | — | — | $1.0M | 3.2% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $697K | 2.2% | |
| Fidelity Advisor Freedom 2025 Fund | — | — | — | $665K | 2.1% | |
| Fidelity Large Cap Index Fund | — | — | — | $567K | 1.8% | |
| JP Morgan Small Cap Equity Fund R5 | — | — | — | $556K | 1.8% | |
| Victory Trivalent International Small Cap Fund | — | — | — | $550K | 1.7% | |
| International Equity Fund R1 | — | — | — | $522K | 1.7% | |
| Fidelity Advisor Freedom 2060 Fund | — | — | — | $517K | 1.6% | |
| Pimco Total Return INST Fund | — | — | — | $487K | 1.5% | |
| Victory Sycamore Small Company Opportunity Fund | — | — | — | $477K | 1.5% | |
| Fidelity Advisor Freedom 2020 Fund | — | — | — | $466K | 1.5% | |
| MassMutual Select Mid Cap Growth Fund | — | — | — | $448K | 1.4% | |
| Franklin Small Cap Growth Fund R6 | — | — | — | $436K | 1.4% | |
| JP Morgan Global Bond Opportunity Fund R6 | — | — | — | $428K | 1.4% | |
| Fidelity Advisor Freedom 2065 Fund | — | — | — | $261K | 0.8% | |
| Fidelity Advisor Government Income Fund | — | — | — | $213K | 0.7% | |
| Fidelity Advisor Energy Fund | — | — | — | $199K | 0.6% | |
| Nuveen Real Estate Securities Fund R6 | — | — | — | $192K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $163K | 0.5% | |
| Notes receivable from participants | — | — | — | $146K | 0.5% | |
| Fidelity Government Money Market Fund | — | — | — | $128K | 0.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $123K | 0.4% | |
| Fidelity Advisor Freedom 2010 Fund | — | — | — | $62K | 0.2% | |
| FA STABLE VALUE I FIDELITY INVESTMENTS · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $58K | 0.2% | |
| Fidelity Advisor Freedom 2015 Fund | — | — | — | $23K | <0.1% | |
| Fidelity International Index Fund | — | — | — | $17K | <0.1% | |
| AF Inflation Linked Bond R6 | — | — | — | $8K | <0.1% |
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