How big is Smart Futures' plan?

Smart Futures' plan reported $240K in assets and 11 participants for 2024.

Original filing (PDF)20250720160636NAL0001355922001

Smart Futures

Name: Smart Futures — Smart Futures 401(k) Plan, Form 5500 (2024)
Creator: Smart Futures
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smart Futures 401(k) Plan

401(k) retirement plan · Smart Futures' Smart Futures 401(k) Plan held $240K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

People on this filing

Nick Rice signed Smart Futures' 2024 Form 5500 as plan administrator.

Nick Rice — 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

Smart Futures' EIN is 30-0263715.

EIN 30-0263715

Plan number 001

Plan year 2024

ACK ID 20250720160636NAL0001355922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smart Futures' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SMART FUTURES

EIN

all filings

Address

6401 PENN AVE · STE 300 · PITTSBURGH, PA · 15206

Phone

(412) 288-3900

Industry

Health Care & Social Assistance

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

2025-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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