Original filing (PDF)20250702171154NAL0031994802001

SMART ASSET OPPORTUNITIES LLC

Name: SMART ASSET OPPORTUNITIES LLC — SMART ASSET OPPORTUNITIES 401K PSP, Form 5500 (2024)
Creator: SMART ASSET OPPORTUNITIES LLC

Form 5500-SF

FILING_RECEIVED

SMART ASSET OPPORTUNITIES 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMART ASSET OPPORTUNITIES LLC.

Plan sponsor

Name

SMART ASSET OPPORTUNITIES LLC

EIN

61-1857873

Address

913 SOUTH MAIN ST. · UNIT 2306 · GRAPEVINE, TX · 76051

Phone

(417) 991-3995

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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