Original filing (PDF)20250910080610NAL0035210496001

SMARTLY HOME LOANS, INC

Name: SMARTLY HOME LOANS, INC — SMARTLY HOME LOANS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SMARTLY HOME LOANS, INC

Form 5500-SF

FILING_RECEIVED

SMARTLY HOME LOANS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

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 (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMARTLY HOME LOANS, INC.

Plan sponsor

Name

SMARTLY HOME LOANS, INC

EIN

47-5162210

Address

80 ROYAL PALM POINTE · 4TH FLOOR · VERO BEACH, FL · 32960

Phone

(860) 305-1609

Industry