How big is Smart Money Financial Advisors, LLC's plan?

Smart Money Financial Advisors, LLC's plan reported $102K in assets and 5 participants for 2025.

Original filing (PDF)20260406220057NAL0004589283018

Smart Money Financial Advisors, LLC

Name: Smart Money Financial Advisors, LLC — Smart Money, Form 5500 (2025)
Creator: Smart Money Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smart Money Financial Advisors 401(k) Plan

401(k) retirement plan · Smart Money Financial Advisors, LLC's Smart Money Financial Advisors 401(k) Plan held $102K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

Plan identifiers

Smart Money Financial Advisors, LLC's EIN is 47-5056080.

EIN 47-5056080

Plan number 001

Plan year 2025

ACK ID 20260406220057NAL0004589283018

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Smart Money Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Smart Money Financial Advisors, LLC'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 MONEY FINANCIAL ADVISORS, 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