How big is Smarty, LLC's plan?

Smarty, LLC's plan reported $3.4M in assets and 31 participants for 2024.

Original filing (PDF)20250711114356NAL0009517952001

Smarty, LLC

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

Form 5500-SF

FILING_RECEIVED

Smarty, LLC 401(k) Plan

401(k) retirement plan · Smarty, LLC's Smarty, LLC 401(k) Plan held $3.4M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Steven Thomas signed Smarty, LLC's 2024 Form 5500 as plan administrator.

Steven Thomas — 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

Smarty, LLC's EIN is 35-2651525.

EIN 35-2651525

Plan number 001

Plan year 2024

ACK ID 20250711114356NAL0009517952001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

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

Plan sponsor

Name

SMARTY, LLC

EIN

all filings

Address

330 N LANTANA ST · SUITE 28 #5085 · CAMARILLO, CA · 93010

Phone

(818) 285-6216

Industry

Professional & Technical Services

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2J · 401(k) feature

2F · ERISA section 404(c)

2E · Profit-sharing

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Austin & Williams, Inc.

Austin & Williams, Inc. Profit Sharing Plan

$3.4M · 34 participants

EGG Design Partners

EGG Design Partners 401(k) Profit Sharing Plan

$3.4M · 4 participants

Dunbrooke Apparel Corporation

Dunbrooke Apparel Corp. 401(k) Plan

$3.4M · 43 participants

Reach Marketing LLC

Reach Marketing LLC 401(k) Profit Sharing Plan and Trust

$3.4M · 35 participants

MJ Marketing Group, Inc.

MJ Marketing Group, Inc. 401(k) Profit Sharing Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.