Original filing (PDF)20250717093121NAL0000041025001

SMART 3RD PARTY

Name: SMART 3RD PARTY — SMART 3RD PARTY 401(K) PLAN, Form 5500 (2024)
Creator: SMART 3RD PARTY

Form 5500-SF

FILING_RECEIVED

SMART 3RD PARTY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMART 3RD PARTY.

Plan sponsor

Name

SMART 3RD PARTY

EIN

20-2060726

Address

3000 NORTHWOODS PKWY STE 260 · NORCROSS, GA · 30071

Phone

(404) 395-9199

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

2025-07-17

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

RESERVE ENERGY EXPLORATION COMPANY

RESERVE ENERGY RETIREMENT PLAN

$1.7M · 5 participants

FLASH TECHNOLOGY GROUP, LLC

FLASH TECHNOLOGY GROUP, LLC 401K PLAN

$1.7M · 12 participants

JUAN COLON PADILLA

JUAN COLON PADILLA RETIREMENT PLAN

$1.7M · 7 participants

TSG WATER RESOURCES

TSG WATER RESOURCES 401(K) PSP AND TRUST

$1.7M · 30 participants

DPI INFORMATION SERVICES INC

DPI INFORMATION SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST