How big is Secure Money Advisors, LLC's plan?

Secure Money Advisors, LLC's plan reported $393K in assets and 25 participants for 2024.

Original filing (PDF)20250721132714NAL0001531153001

Secure Money Advisors, LLC

Name: Secure Money Advisors, LLC — Secure Money Advisors, Form 5500 (2024)
Creator: Secure Money Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Secure Money Advisors, LLC 401(k) Plan

401(k) retirement plan · Secure Money Advisors, LLC's Secure Money Advisors, LLC 401(k) Plan held $393K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

People on this filing

Brian Quaranta signed Secure Money Advisors, LLC's 2024 Form 5500 as plan administrator.

Brian Quaranta — 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

Secure Money Advisors, LLC's EIN is 26-1487984.

EIN 26-1487984

Plan number 001

Plan year 2024

ACK ID 20250721132714NAL0001531153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Secure Money Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off