How big is Work Smart Automation, Inc.'s plan?

Work Smart Automation, Inc.'s plan reported $3.0M in assets and 4 participants for 2024.

Original filing (PDF)20250528115734NAL0004356083001

Work Smart Automation, Inc.

Name: Work Smart Automation, Inc. — Work Smart Automation, Form 5500 (2024)
Creator: Work Smart Automation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Work Smart Automation, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Work Smart Automation, Inc.'s Work Smart Automation, Inc. 401(k) Profit Sharing Plan held $3.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Dan Jones signed Work Smart Automation, Inc.'s 2024 Form 5500 as plan administrator.

Dan Jones — 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

Work Smart Automation, Inc.'s EIN is 68-0486438.

EIN 68-0486438

Plan number 001

Plan year 2024

ACK ID 20250528115734NAL0004356083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Work Smart Automation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Work Smart Automation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 WORK SMART AUTOMATION, INC..

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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