· 2022–2024 · DOL EFAST2

SMB HOSPITALITY & INVESTMENTS LLC — SMB HOSPITALITY & INVESTMENTS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250915210651NAL0000923459001

SMB HOSPITALITY & INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

SMB HOSPITALITY & INVESTMENTS 401(K) PLAN

401(k) retirement plan

Active participants

32

Accounts w/ balance

13

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

29

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMB HOSPITALITY & INVESTMENTS LLC.

Plan sponsor

Name

SMB HOSPITALITY & INVESTMENTS LLC

EIN

20-1517503

Address

2624 SOUTH ADAMS ST. · TUCUMCARI, NM · 88401

Phone

(575) 461-1195

Industry

Accommodation & Food 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

2025-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

FOD ASSET MANAGEMENT, LLC

FOD ASSET MANAGEMENT LLC 401(K) AND PROFIT SHARING PLAN

$1.0M · 68 participants

INDUS CORPORATION DBA INDUS HOTE

INDUS HOTELS 401(K) PROFIT SHARING PLAN

$1.0M · 534 participants

OCEAN PACIFIC LODGE, INC.

OCEAN PACIFIC LODGE, INC. 401K PLAN

$1.0M · 6 participants

THE WILLCOX, INC.

THE WILLCOX GREYSTONE TOXAWAY 401(K) PLAN

$1.0M · 25 participants

GULF COAST HOTEL MANAGEMENT, INC

GULF COAST HOTEL MANAGEMENT INC 401(K)