How big is Strategic Management & Technology Services, LLC's plan?

Strategic Management & Technology Services, LLC's plan reported $1.7M in assets and 2 participants for 2024.

Original filing (PDF)20250929124506NAL0013866336001

Strategic Management & Technology Services, LLC

Name: Strategic Management & Technology Services, LLC — Form 5500 Plan 001 (2024)
Creator: Strategic Management & Technology Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Management & Technology Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Strategic Management & Technology Services, LLC's Strategic Management & Technology Services, LLC 401(k) Profit Sharing Plan held $1.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Jeffery Shorts signed Strategic Management & Technology Services, LLC's 2024 Form 5500 as plan administrator.

Jeffery Shorts — 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

Strategic Management & Technology Services, LLC's EIN is 45-4025669.

EIN 45-4025669

Plan number 001

Plan year 2024

ACK ID 20250929124506NAL0013866336001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Management & Technology Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Management & Technology Services, LLC's plan includes profit-sharing, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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