How big is Smart Money, Inc.'s plan?

Smart Money, Inc.'s plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20250720093008NAL0000213121001

Smart Money, Inc.

Name: Smart Money, Inc. — Smart Money Individual 401(k), Form 5500 (2024)
Creator: Smart Money, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smart Money Individual 401(k) Plan

Defined-contribution retirement plan · Smart Money, Inc.'s Smart Money Individual 401(k) Plan held $1.4M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Forrest Cambell signed Smart Money, Inc.'s 2024 Form 5500 as plan administrator.

Forrest Cambell — 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

Smart Money, Inc.'s EIN is 77-0578619.

EIN 77-0578619

Plan number 001

Plan year 2024

ACK ID 20250720093008NAL0000213121001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smart Money, Inc.'s plan includes 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 SMART MONEY, 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