How big is SMG Puerto Rico, LP's plan?

SMG Puerto Rico, LP's plan reported $2.1M in assets and 51 participants for 2024.

Original filing (PDF)20250805155017NAL0001972801001

SMG Puerto Rico, LP

Name: SMG Puerto Rico, LP — SMG Puerto Rico 1165(e) Plan, Form 5500 (2024)
Creator: SMG Puerto Rico, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMG Puerto Rico 1165(e) Plan 1165(e) Plan

Defined-contribution retirement plan · SMG Puerto Rico, LP's SMG Puerto Rico 1165(e) Plan 1165(e) Plan held $2.1M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Maria Hernandez signed SMG Puerto Rico, LP's 2024 Form 5500 as plan administrator.

Maria Hernandez — 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

SMG Puerto Rico, LP's EIN is 23-3021325.

EIN 23-3021325

Plan number 001

Plan year 2024

ACK ID 20250805155017NAL0001972801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SMG Puerto Rico, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SMG Puerto Rico, LP's plan includes profit-sharing, a default investment (QDIA), 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 SMG PUERTO RICO, LP.

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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