How big is Smartest EDU, Inc. DBA Formative's plan?

Smartest EDU, Inc. DBA Formative's plan reported $1.4M in assets and 66 participants for 2022.

Original filing (PDF)20230725114803NAL0011918848001

Smartest EDU, Inc. DBA Formative

Name: Smartest EDU, Inc. DBA Formative — Formative, Form 5500 (2022)
Creator: Smartest EDU, Inc. DBA Formative
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Formative Retirement Savings Plan

401(k) retirement plan · Smartest EDU, Inc. DBA Formative's Formative Retirement Savings Plan held $1.4M in plan assets for 66 participants in 2022.

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Smartest EDU, Inc. DBA Formative's EIN is 46-3425815.

EIN 46-3425815

Plan number 002

Plan year 2022

ACK ID 20230725114803NAL0011918848001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Smartest EDU, Inc. DBA Formative from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Smartest EDU, Inc. DBA Formative'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 SMARTEST EDU, INC. DBA FORMATIVE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SMARTEST EDU, INC. DBA FORMATIVE

EIN

all filings

Address

1158 26TH STREET, #161 · SANTA MONICA, CA · 90403

Phone

(740) 502-4972

Industry

Educational Services

Plan administrator