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SMART START OF MECKLENBURG COUNTY — SMART START RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260320121818NAL0006170560001
SMART START OF MECKLENBURG COUNTY
Form 5500-SF
FILING_RECEIVED
SMART START RETIREMENT PLAN
403(b) retirement plan
Active participants
0
Accounts w/ balance
56
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
87
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SMART START OF MECKLENBURG COUNTY
.
Find decision makers
Plan sponsor
Name
SMART START OF MECKLENBURG COUNTY
EIN
56-1853108
Address
601 EAST 5TH STREET STE. 200 · CHARLOTTE, NC · 28202
Phone
(704) 377-6588
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-20
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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Helping the score
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