How big is SMA Financial Inc.'s plan?

SMA Financial Inc.'s plan reported $34K in assets and 3 participants for 2024.

Original filing (PDF)20250509171557NAL0013592561001

SMA Financial Inc.

Name: SMA Financial Inc. — SMA Financial Inc. 401(k) P/S, Form 5500 (2024)
Creator: SMA Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMA Financial Inc. 401(k) P/S Plan

401(k) retirement plan · SMA Financial Inc.'s SMA Financial Inc. 401(k) P/S Plan held $34K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

People on this filing

Siraj Soliman signed SMA Financial Inc.'s 2024 Form 5500 as plan administrator.

Siraj Soliman — 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

SMA Financial Inc.'s EIN is 33-0842064.

EIN 33-0842064

Plan number 001

Plan year 2024

ACK ID 20250509171557NAL0013592561001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SMA Financial Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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