How big is SMB Financial, Inc.'s plan?

SMB Financial, Inc.'s plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250627143155NAL0013915184001

SMB Financial, Inc.

Name: SMB Financial, Inc. — Merchant Services Consulting, Form 5500 (2024)
Creator: SMB Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merchant Services Consulting Group 401(k) Plan

401(k) retirement plan · SMB Financial, Inc.'s Merchant Services Consulting Group 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Stephen M. Brudner signed SMB Financial, Inc.'s 2024 Form 5500 as plan administrator.

Stephen M. Brudner — 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

SMB Financial, Inc.'s EIN is 46-1928779.

EIN 46-1928779

Plan number 001

Plan year 2024

ACK ID 20250627143155NAL0013915184001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SMB Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SMB Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMB FINANCIAL, INC..

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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