How big is Smart Advocate LLC's plan?

Smart Advocate LLC's plan reported $3.2M in assets and 29 participants for 2024.

Original filing (PDF)20250930131542NAL0012301585001

Smart Advocate LLC

Name: Smart Advocate LLC — Smart Advocate LLC 401(k) Plan, Form 5500 (2024)
Creator: Smart Advocate LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smart Advocate LLC 401(k) Plan

401(k) retirement plan · Smart Advocate LLC's Smart Advocate LLC 401(k) Plan held $3.2M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Jerrold Parker signed Smart Advocate LLC's 2024 Form 5500 as plan administrator.

Jerrold Parker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Smart Advocate LLC's EIN is 56-2309859.

EIN 56-2309859

Plan number 001

Plan year 2024

ACK ID 20250930131542NAL0012301585001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smart Advocate LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smart Advocate LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMART ADVOCATE 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