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Original filing (PDF)20251117110846NAL0000667459001
SMART CHOICE SERVICES, LLC
Form 5500
FILING_RECEIVED
SMART CHOICE SERVICES, LLC
Health & welfare plan
Active participants
54
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMART CHOICE SERVICES, LLC.
Plan sponsor
Name
SMART CHOICE SERVICES, LLC
EIN
56-1182213
Address
548 MILL STREET · SYLVA, NC · 28779
Phone
(828) 586-9273
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-11-17
Welfare benefit codes
4A · Health (other than dental or vision)
4E · Vision
4B · Life Insurance
4D · Dental
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAIN STREET FINANCIAL GROUP INC | — | TRYON, NC | BROKER | $17K | — |
| MAIN STREET FINANCIAL GROUP INC | — | FOREST CITY, NC | BROKER | $531 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | MEDICAL CLAIMS | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.