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Original filing (PDF)20251014132121NAL0002868833003
SMART
Form 5500
FILING_RECEIVED
SMART GROUP VSTD PLAN AND TRUST
Health & welfare plan
Signals · 3
~363 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
42,032
Accounts w/ balance
—
Plan assets (EOY)
$19.6M
Net assets (EOY)
$18.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 363 bps in Schedule C fees — 1151% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMART.
Plan sponsor
Name
SMART
EIN
34-1031303
Address
1750 NEW YORK AVENUE, SUITE 600 · WASHINGTON, DC · 20006
Phone
(216) 228-9400
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
506
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETSVILLE, TN | NONE | $592K | — |
| MOONEY, GREEN, SAINDON, MURPHY & WE | 52-1958229 | WASHINGTON, DC | NONE | $43K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | CLEVELAND, OH | NONE | $38K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | BETHESDA, MD | NONE | $18K | — |
| CLEARSTEAD ADVISORS, LLC | 34-1597728 | CLEVELAND, OH | NONE | $14K | — |
| US BANK | — | ST. PAUL, MN | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.