Back to filter
Original filing (PDF)20250929124506NAL0013866336001
STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC.
Plan sponsor
Name
STRATEGIC MANAGEMENT & TECHNOLOGY SERVICES, LLC
EIN
45-4025669
Address
21019 MARSH HAWK DR · LAND O LAKES, FL · 346383371
Phone
(813) 505-1459
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Custom Computer Programming plans
US MONITORING, INC.
US MONITORING, INC. RETIREMENT TRUST
$1.7M · 10 participants
VERSUS LLC
VERSUS 401(K) PLAN
$1.7M · 5 participants
EMERGENCETEK GROUP, INC.
EMERGENCETEK GROUP INC. 401(K) PLAN
$1.7M · 21 participants
KBPORT LLC
KBPORT LLC 401(K) PLAN
$1.7M · 41 participants
RDM ENGINEERING, LLC
RDM ENGINEERING, LLC 401(K) PLAN
$1.7M · 12 participants
BUCHER TECHNOLOGIES INC. DBA BUCHER TECH
BUCHER TECH 401(K) PLAN
$1.7M · 24 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants