Original filing (PDF)20250720093008NAL0000213121001

SMART MONEY, INC.

Name: SMART MONEY, INC. — SMART MONEY INDIVIDUAL 401K PLAN, Form 5500 (2024)
Creator: SMART MONEY, INC.

Form 5500-SF

FILING_RECEIVED

SMART MONEY INDIVIDUAL 401K PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 MONEY, INC..

Plan sponsor

Name

SMART MONEY, INC.

EIN

77-0578619

Address

2601 41ST AVE, STE. C · SOQUEL, CA · 95073

Phone

(831) 462-8811

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

2025-07-20

Pension benefit codes

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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