How big is Smart Cap Group's plan?

Smart Cap Group's plan reported $2.1M in assets and 13 participants for 2024.

Original filing (PDF)20250908102325NAL0041328242001

Smart Cap Group

Name: Smart Cap Group — Smart Cap Group 401(k) Profit, Form 5500 (2024)
Creator: Smart Cap Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smart Cap Group 401(k) Profit Sharing Plan

401(k) retirement plan · Smart Cap Group's Smart Cap Group 401(k) Profit Sharing Plan held $2.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Smart Cap Group's EIN is 46-5654647.

EIN 46-5654647

Plan number 001

Plan year 2024

ACK ID 20250908102325NAL0041328242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smart Cap Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 CAP GROUP.

Finding similar companies…

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 (89th percentile).

Plan sponsor

Name

SMART CAP GROUP

EIN

all filings

Address

11000 NE 33RD PLACE, SUITE 300 · BELLEVUE, WA · 98004

Phone

—

Industry

Real Estate

Plan administrator