Back to filter
Original filing (PDF)20250924131725NAL0010655778001
SMARTPROCURE, INC.
Form 5500
FILING_RECEIVED
GOV SPEND RETIREMENT PLAN
401(k) retirement plan
Signals · 3
38% in single holding~105 bps in Sched C feesNo recordkeeper disclosed
Active participants
149
Accounts w/ balance
148
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retire 2055 Pooled separate account" is 38% of plan.
- 105 bps in Schedule C fees — 102% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMARTPROCURE, INC..
Plan sponsor
Name
SMARTPROCURE, INC.
EIN
47-2337189
Address
5000 T-REX AVE · SUITE 200 · BOCA RATON, FL · 33431
Phone
(954) 420-9900
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $49K | — |
Investments
23 direct securities · 1 pooled fund· $9.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.6M
23 holdings
Pooled Separate Account
$4.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 006 | Pooled Separate Account | — | — | $4.6M | 98.9% | |
| Vanguard Target Retire 2055 Pooled separate account | — | — | — | $1.8M | 38.5% | |
| Vanguard Target Retire 2050 Pooled separate account | — | — | — | $827K | 17.9% | |
| Fidelity 500 Index Pooled separate account | — | — | — | $479K | 10.4% | |
| Vanguard Target Retire 2045 Pooled separate account | — | — | — | $369K | 8.0% | |
| Adm MFS Growth R6 Pooled separate account | — | — | — | $337K | 7.3% | |
| Vanguard Target Retire 2030 Pooled separate account 669 Vanguard Target Retire 2035 Pooled separate account | — | — | — | $225K | 4.9% | |
| Vanguard Target Retire 2040 Pooled separate account | — | — | — | $163K | 3.5% | |
| American Funds Amer Balancd R6 Pooled separate account | — | — | — | $63K | 1.4% | |
| Neuberger Berman Mid Cap Growth R6 Pooled separate account | — | — | — | $49K | 1.1% | |
| iShares MSCI EAFE Intl Index K Pooled separate account | — | — | — | $46K | 1.0% | |
| Cohen & Steers Instl Realty Pooled separate account | — | — | — | $41K | 0.9% | |
| Standard Stable Asset D Common collective trust | — | — | — | $36K | 0.8% | |
| Fidelity Small Cap Index Pooled separate account | — | — | — | $31K | 0.7% | |
| Schwab TIPS Index Pooled separate account 443 JPMorgan Core Bond R6 Pooled separate account | — | — | — | $31K | 0.7% | |
| Vanguard Explorer Adm Pooled separate account | — | — | — | $26K | 0.6% | |
| Vanguard Total Int Bd Idx Adm Pooled separate account 447 Vanguard Value Index Adm Pooled separate account | — | — | — | $26K | 0.6% | |
| DFA Emerging Mrkt Cor Eq 2 I Pooled separate account | — | — | — | $20K | 0.4% | |
| Vanguard Total Stock Market Index Pooled separate account | — | — | — | $18K | 0.4% | |
| Vanguard Target Retire 2020 Pooled separate account 562 Vanguard Target Retire 2025 Pooled separate account | — | — | — | $18K | 0.4% | |
| Participant loans Interest rates from 8.00% to 8.50% | — | — | — | $17K | 0.4% | |
| Fidelity Mid Cap Value Index Pooled separate account | — | — | — | $11K | 0.2% | |
| Fidelity Mid Cap Index Pooled separate account | — | — | — | $9K | 0.2% | |
| DFA US Targeted Value I Pooled separate account | — | — | — | $3K | <0.1% |
Related plans
Other plans using STANCORP FINANCIAL GROUP
STANDARD INSURANCE COMPANY
THE STANDARD 401(K) PLAN
$1.3B · 4,268 participants
BERRY GLOBAL, INC.
BERRY GLOBAL EMPLOYEES 401(K) RETIREMENT PLAN
$1.1B · 17,041 participants
MICHAEL BAKER INTERNATIONAL HOLDCO CORPORATION
MICHAEL BAKER INTERNATIONAL 401(K) PLAN
$933.4M · 3,807 participants
GHD INC.
GHD INC. 401(K) EMPLOYEES' SAVINGS PLAN
$476.8M · 2,044 participants
AWC, INC.
AWC, INC. EMPLOYEES' SAVINGS PLAN
$423.5M · 616 participants
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
Similar-size Professional & Technical Services plans
CATALYST DEVELOPMENT GROUP LLC
CATALYST DEVELOPMENT GROUP, LLC 401K PROFIT SHARING PLAN
$4.6M · 6 participants
ARVISO, INC.
ARVISO, INC. 401(K) PLAN
$4.6M · 2 participants
FACTOR, INC.
FACTOR, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$4.6M · 15 participants
GLOBAL ATMOSPHERIC TECHNOLOGIES AND SCIENCES, INC. T/A GATS
GATS 401(K) PLAN
$4.6M · 14 participants
THE PROBST GROUP LLC
THE PROBST GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
$4.6M · 68 participants
MEDITOLOGY SERVICES, LLC
MEDITOLOGY SERVICES, LLC 401(K) PLAN
$4.6M · 97 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants