How big is SMG Equipment LLC's plan?

SMG Equipment LLC's plan reported $882K in assets and 5 participants for 2024.

Original filing (PDF)20250707115239NAL0008628850001

SMG Equipment LLC

Name: SMG Equipment LLC — SMG Equipment LLC Retirement, Form 5500 (2024)
Creator: SMG Equipment LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMG Equipment LLC Retirement Trust

401(k) retirement plan · SMG Equipment LLC's SMG Equipment LLC Retirement Trust held $882K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$882K

Net assets (EOY)

$882K

People on this filing

Linda Dorney signed SMG Equipment LLC's 2024 Form 5500 as plan administrator.

Linda Dorney — 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 Equipment LLC's EIN is 27-1679353.

EIN 27-1679353

Plan number 001

Plan year 2024

ACK ID 20250707115239NAL0008628850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SMG Equipment LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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