How big is SMR Management, Inc.'s plan?

SMR Management, Inc.'s plan reported $1.8M in assets and 31 participants for 2025.

Original filing (PDF)20260420185249NAL0003509570001

SMR Management, Inc.

Name: SMR Management, Inc. — SMR Management, Inc. 401(k), Form 5500 (2025)
Creator: SMR Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMR Management, Inc. 401(k) Retirement Plan

401(k) retirement plan · SMR Management, Inc.'s SMR Management, Inc. 401(k) Retirement Plan held $1.8M in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Joleen PFAU signed SMR Management, Inc.'s 2025 Form 5500 as plan administrator.

Joleen PFAU — 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

SMR Management, Inc.'s EIN is 41-1327082.

EIN 41-1327082

Plan number 001

Plan year 2025

ACK ID 20260420185249NAL0003509570001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SMR Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SMR Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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