How big is Shop Smart LLC's plan?

Shop Smart LLC's plan reported $9.4M in assets and 173 participants for 2024.

Original filing (PDF)20250923105339NAL0007873315001

Shop Smart LLC

Name: Shop Smart LLC — Corporate Retirement Trust, Form 5500 (2024)
Creator: Shop Smart LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Corporate Retirement Trust

401(k) retirement plan · Shop Smart LLC's Corporate Retirement Trust held $9.4M in plan assets for 173 participants in 2024.

Signals · 1

No auditor on file

Active participants

173

Accounts w/ balance

104

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

People on this filing

JODY Hamlett signed Shop Smart LLC's 2024 Form 5500 as plan administrator.

JODY Hamlett — 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

Shop Smart LLC's EIN is 46-1393821.

EIN 46-1393821

Plan number 001

Plan year 2024

ACK ID 20250923105339NAL0007873315001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shop Smart LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 SHOP SMART LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score