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SMG PUERTO RICO, LP — SMG PUERTO RICO 1165(E) PLAN 1165(E) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250805155017NAL0001972801001
SMG PUERTO RICO, LP
Form 5500-SF
FILING_RECEIVED
SMG PUERTO RICO 1165(E) PLAN 1165(E) PLAN
Defined-contribution retirement plan
Active participants
51
Accounts w/ balance
65
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SMG PUERTO RICO, LP
.
Find decision makers
Plan sponsor
Name
SMG PUERTO RICO, LP
EIN
23-3021325
Address
500 ARTERIAL B · 100 CONVENTION BOULEVARD · HATO REY, PR · 00918
Phone
(610) 729-1071
Industry
Arts, Entertainment, Recreation
see 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
2025-08-05
Pension benefit codes
3C · Not intended to be qualified
2E · Profit-sharing
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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