How big is Smart Business Source's plan?

Smart Business Source's plan reported $1.4M in assets and 47 participants for 2024.

Original filing (PDF)20250813143656NAL0012713792001

Smart Business Source

Name: Smart Business Source — Smart Business Source 401(k), Form 5500 (2024)
Creator: Smart Business Source
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smart Business Source 401(k) P/S Plan

401(k) retirement plan · Smart Business Source's Smart Business Source 401(k) P/S Plan held $1.4M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

CURT ILG signed Smart Business Source's 2024 Form 5500 as plan administrator.

CURT ILG — 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

Smart Business Source's EIN is 38-3612763.

EIN 38-3612763

Plan number 001

Plan year 2024

ACK ID 20250813143656NAL0012713792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smart Business Source from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smart Business Source'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 SMART BUSINESS SOURCE.

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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

Knocking points off