How big is SMA Wealth Management's plan?

SMA Wealth Management's plan reported $49K in assets and 2 participants for 2024.

Original filing (PDF)20251013155215NAL0001556161001

SMA Wealth Management

Name: SMA Wealth Management — SMA Wealth Management 401(k), Form 5500 (2024)
Creator: SMA Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMA Wealth Management 401(k) Plan

401(k) retirement plan · SMA Wealth Management's SMA Wealth Management 401(k) Plan held $49K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

People on this filing

Natalie Ahlstrom signed SMA Wealth Management's 2024 Form 5500 as plan administrator.

Natalie Ahlstrom — 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

SMA Wealth Management's EIN is 46-1260105.

EIN 46-1260105

Plan number 001

Plan year 2024

ACK ID 20251013155215NAL0001556161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SMA Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SMA Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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