How big is Smart Investment Group Incorpora's plan?

Smart Investment Group Incorpora's plan reported $65K in assets and 62 participants for 2024.

Original filing (PDF)20250718170527NAL0002156593001

Smart Investment Group Incorpora

Name: Smart Investment Group Incorpora — Petes Restaurant, Form 5500 (2024)
Creator: Smart Investment Group Incorpora
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petes Restaurant 401(k)

401(k) retirement plan · Smart Investment Group Incorpora's Petes Restaurant 401(k) held $65K in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

People on this filing

Shirley Horner signed Smart Investment Group Incorpora's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Smart Investment Group Incorpora's EIN is 46-5414155.

EIN 46-5414155

Plan number 001

Plan year 2024

ACK ID 20250718170527NAL0002156593001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smart Investment Group Incorpora's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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