Families of SMA

Marline Pagan signed Families of SMA's 2025 Form 5500 as plan administrator.

• Marline Pagan — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Families of SMA's EIN is 36-3320440.

Download the official 2025 Form 5500 (PDF) for Families of SMA from the U.S. Department of Labor's EFAST2 system.

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