Original filing (PDF)20240130101855NAL0012373651001

SMART BUILDING SUPPLY, LLC

Name: SMART BUILDING SUPPLY, LLC — SMART BUILDING SUPPLY CASH BALANCE PLAN, Form 5500 (2023)
Creator: SMART BUILDING SUPPLY, LLC

Form 5500-SF

FILING_RECEIVED

SMART BUILDING SUPPLY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMART BUILDING SUPPLY, LLC.

Plan sponsor

Name

SMART BUILDING SUPPLY, LLC

EIN

46-1440032

Address

5521 OAK VIEW DRIVE · MAINEVILLE, OH · 45039

Phone

(513) 454-4879

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-11-01

Filed

2024-01-30

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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