How big is Jeffrey J. Benes, Inc. DBA the Smart Group's plan?

Jeffrey J. Benes, Inc. DBA the Smart Group's plan reported $457K in assets and 3 participants for 2024.

Original filing (PDF)20250619191235NAL0008290850001

Jeffrey J. Benes, Inc. DBA the Smart Group

Name: Jeffrey J. Benes, Inc. DBA the Smart Group — Form 5500 Plan 002 (2024)
Creator: Jeffrey J. Benes, Inc. DBA the Smart Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey J. Benes, Inc. DBA the Smart Group Profit Sharing Plan

Defined-contribution retirement plan · Jeffrey J. Benes, Inc. DBA the Smart Group's Jeffrey J. Benes, Inc. DBA the Smart Group Profit Sharing Plan held $457K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$457K

Net assets (EOY)

$457K

Plan identifiers

Jeffrey J. Benes, Inc. DBA the Smart Group's EIN is 77-0534763.

EIN 77-0534763

Plan number 002

Plan year 2024

ACK ID 20250619191235NAL0008290850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey J. Benes, Inc. DBA the Smart Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey J. Benes, Inc. DBA the Smart Group's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY J. BENES, INC. DBA THE SMART GROUP.

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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