How big is Smartfi Home Loans, LLC's plan?

Smartfi Home Loans, LLC's plan reported $1.3M in assets and 46 participants for 2024.

Original filing (PDF)20250805155521NAL0001978481001

Smartfi Home Loans, LLC

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

Form 5500-SF

FILING_RECEIVED

Smartfi Home Loans 401(k) Plan

401(k) retirement plan · Smartfi Home Loans, LLC's Smartfi Home Loans 401(k) Plan held $1.3M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Smartfi Home Loans, LLC's EIN is 37-1942506.

EIN 37-1942506

Plan number 001

Plan year 2024

ACK ID 20250805155521NAL0001978481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMARTFI HOME LOANS, LLC.

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Plan health score

Above-average plan

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