How big is Smartshift Technologies, Inc.'s plan?

Smartshift Technologies, Inc.'s plan reported $6.1M in assets and 38 participants for 2024.

Original filing (PDF)20250702074610NAL0007446051001

Smartshift Technologies, Inc.

Name: Smartshift Technologies, Inc. — Smartshift Technolog, Form 5500 (2024)
Creator: Smartshift Technologies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smartshift Technologies, Inc. 401(k) Plan

401(k) retirement plan · Smartshift Technologies, Inc.'s Smartshift Technologies, Inc. 401(k) Plan held $6.1M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Smartshift Technologies, Inc.'s EIN is 20-2555825.

EIN 20-2555825

Plan number 001

Plan year 2024

ACK ID 20250702074610NAL0007446051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smartshift Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smartshift Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SMARTSHIFT TECHNOLOGIES, INC.

EIN

all filings

Address

6 LIBERTY SQUARE · SUITE 2214 · BOSTON, MA · 02109

Phone

(617) 528-2100

Industry

Professional & Technical Services

Plan administrator