How big is Smooth Money, LLC's plan?

Smooth Money, LLC's plan reported $137K in assets and 58 participants for 2025.

Original filing (PDF)20260326090109NAL0005726880001

Smooth Money, LLC

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

Form 5500-SF

FILING_RECEIVED

Smooth Money, LLC 401(k) Plan

401(k) retirement plan · Smooth Money, LLC's Smooth Money, LLC 401(k) Plan held $137K in plan assets for 58 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

People on this filing

Christopher BAST signed Smooth Money, LLC's 2025 Form 5500 as plan administrator.

Christopher BAST — 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

Smooth Money, LLC's EIN is 20-8635372.

EIN 20-8635372

Plan number 001

Plan year 2025

ACK ID 20260326090109NAL0005726880001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Smooth Money, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off