How big is Smarty LLC's plan?

Smarty LLC's plan reported $6.0M in assets and 120 participants for 2025.

Original filing (PDF)20260406220057NAL0004589283080

Smarty LLC

Name: Smarty LLC — Smarty 401(k) Plan, Form 5500 (2025)
Creator: Smarty LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smarty 401(k) Plan

401(k) retirement plan · Smarty LLC's Smarty 401(k) Plan held $6.0M in plan assets for 120 participants in 2025.

Signals · 1

No auditor on file

Active participants

120

Accounts w/ balance

145

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Elantha Barry signed Smarty LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Smarty LLC's EIN is 20-8026185.

EIN 20-8026185

Plan number 001

Plan year 2025

ACK ID 20260406220057NAL0004589283080

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Smarty LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Helping the score

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

Plan sponsor

Name

SMARTY LLC

EIN

all filings

Address

3214 N UNIVERSITY AVE · #409 · PROVO, UT · 84604

Phone

(801) 225-5048

Industry

Finance & Insurance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-06

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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