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Original filing (PDF)20250811083719NAL0009822720001
SMARTCOMMS, LLC
Form 5500
FILING_RECEIVED
SMARTCOMMS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
117
Accounts w/ balance
120
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMARTCOMMS, LLC.
Plan sponsor
Name
SMARTCOMMS, LLC
EIN
20-1682838
Address
18208 PRESTON ROAD SUITE D9 #350 · DALLAS, TX · 75252
Phone
(972) 727-4080
Industry
All Other Professional Services· 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
2025-08-11
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SUTTON, FROST CARY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUTTON FROST CARY LLP | — | ARLINGTON, TX | OTHER | $748 | — |
Investments
28 direct securities · 2 pooled funds· $16.3M(100% 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
$15.7M
28 holdings
Common Collective Trust
$568K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Fund R6 | — | — | — | $2.5M | 15.0% | |
| American Funds 2050 Target Date Fund R6 | — | — | — | $2.4M | 14.7% | |
| American Funds 2030 Target Date Fund R6 | — | — | — | $2.3M | 14.0% | |
| Fidelity 500 Index Fund | — | — | — | $2.2M | 13.7% | |
| American Funds 2035 Target Date Fund R6 | — | — | — | $1.9M | 11.8% | |
| American Funds 2045 Target Date Fund R6 | — | — | — | $745K | 4.6% | |
| JPMorgan Large Cap Growth R6 Fund | — | — | — | $643K | 3.9% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $475K | 2.9% | |
| American Funds New Perspective R6 Fund | — | — | — | $381K | 2.3% | |
| American Funds 2055 Target Date Fund R6 | — | — | — | $375K | 2.3% | |
| MFS New Discovery R6 Fund | — | — | — | $272K | 1.7% | |
| Participants Notes receivable from participants with interest rates ranging from 4.16% to 10.50% due through 2029. | — | — | — | $203K | 1.2% | |
| American Funds Smallcap World R6 Fund | — | — | — | $178K | 1.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $175K | 1.1% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Fund | — | — | — | $163K | 1.0% | |
| American Funds Bond Fund of Amer R6 | — | — | — | $155K | 1.0% | |
| MFS Mid Cap Growth R6 Fund | — | — | — | $153K | 0.9% | |
| American Funds Washington Mutual R6 Fund | — | — | — | $148K | 0.9% | |
| Victory Sycamore Established Value R6 Fund | — | — | — | $136K | 0.8% | |
| American Funds 2025 Target Date Fund R6 | — | — | — | $130K | 0.8% | |
| American Funds New World R6 Fund | — | — | — | $129K | 0.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $112K | 0.7% | |
| American Funds 2060 Target Date Fund R6 | — | — | — | $97K | 0.6% | |
| GREAT GRAY EUROPACIFIC GROWTH TR R1 GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $92K | 0.6% | |
| Fidelity International Index Fund | — | — | — | $74K | 0.5% | |
| party rate of interest, collateral, par or maturity value Cost Current Value * American Funds 2020 Target Date Fund R6 | — | — | — | $69K | 0.4% | |
| Pimco Income Instl Fund | — | — | — | $52K | 0.3% | |
| American Funds 2065 Target Date Fund R6 | — | — | — | $29K | 0.2% | |
| American Funds International GR & Inc R6 Fund | — | — | — | $17K | 0.1% | |
| American Funds American Mutual R6 Fund | — | — | — | $7K | <0.1% |