How big is SML Capital Advisors LLC's plan?

SML Capital Advisors LLC's plan reported $169K in assets and 4 participants for 2022.

Original filing (PDF)20231007051716NAL0023728401001

SML Capital Advisors LLC

Name: SML Capital Advisors LLC — SML Capital Advisors LLC, Form 5500 (2022)
Creator: SML Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SML Capital Advisors LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · SML Capital Advisors LLC's SML Capital Advisors LLC 401(k) Profit Sharing Plan and Trust held $169K in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$169K

Net assets (EOY)

$169K

People on this filing

Joshua Rogove signed SML Capital Advisors LLC's 2022 Form 5500 as plan administrator.

Joshua Rogove — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SML Capital Advisors LLC's EIN is 20-5678112.

EIN 20-5678112

Plan number 001

Plan year 2022

ACK ID 20231007051716NAL0023728401001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for SML Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

SML Capital Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (97th percentile).

Plan sponsor

Name

SML CAPITAL ADVISORS LLC

EIN

all filings

Address

471 N BROADWAY, SUITE 293 · JERICHO, NY · 11753

Phone

(646) 483-1199

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator