How big is SMA Collaboratives, LLC's plan?

SMA Collaboratives, LLC's plan reported $421K in assets and 7 participants for 2024.

Original filing (PDF)20250729130939NAL0002801169001

SMA Collaboratives, LLC

Name: SMA Collaboratives, LLC — SMA Collaboratives, LLC, Form 5500 (2024)
Creator: SMA Collaboratives, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMA Collaboratives, LLC 401(k) Plan

401(k) retirement plan · SMA Collaboratives, LLC's SMA Collaboratives, LLC 401(k) Plan held $421K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

People on this filing

Nick Rice signed SMA Collaboratives, LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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 Collaboratives, LLC's EIN is 46-3834034.

EIN 46-3834034

Plan number 001

Plan year 2024

ACK ID 20250729130939NAL0002801169001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SMA Collaboratives, LLC'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 SMA COLLABORATIVES, LLC.

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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