How big is Smart1 Management Solutions, LLC's plan?

Smart1 Management Solutions, LLC's plan reported $994K in assets and 53 participants for 2024.

Original filing (PDF)20250528105433NAL0012751760001

Smart1 Management Solutions, LLC

Name: Smart1 Management Solutions, LLC — Smart1 Management, Form 5500 (2024)
Creator: Smart1 Management Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smart1 Management Solutions LLC 40k(k) Plan

401(k) retirement plan · Smart1 Management Solutions, LLC's Smart1 Management Solutions LLC 40k(k) Plan held $994K in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$994K

Net assets (EOY)

$994K

People on this filing

Katherine Matthews signed Smart1 Management Solutions, LLC's 2024 Form 5500 as plan administrator.

Katherine Matthews — 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

Smart1 Management Solutions, LLC's EIN is 61-1677840.

EIN 61-1677840

Plan number 001

Plan year 2024

ACK ID 20250528105433NAL0012751760001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smart1 Management Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smart1 Management Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMART1 MANAGEMENT SOLUTIONS, 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

Knocking points off