· 2022–2024 · DOL EFAST2

SMART TRANSITION STRATEGIES LLC — SMART TRANSITION STRATEGIES INDIVIDUAL 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250921152852NAL0004737936001

SMART TRANSITION STRATEGIES LLC

Form 5500-SF

FILING_RECEIVED

SMART TRANSITION STRATEGIES INDIVIDUAL 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMART TRANSITION STRATEGIES LLC.

Plan sponsor

Name

SMART TRANSITION STRATEGIES LLC

EIN

81-1140061all filings

Address

900 PALISADE AVE APT 3G · FORT LEE, NJ · 070244136

Phone

(973) 610-0808

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-09-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ALFONSO J MOLLICA CPA PC

ALFONSO J. MOLLICA, CPA, PC 401(K) PLAN

$480K · 5 participants

CHARTERED INTERNATIONAL, LLP

CHARTERED INTERNATIONAL, L.L.P. 401(K) PROFIT SHARING PLAN

$479K · 13 participants

FOSTER & SCHMALKUCHE, PC

FOSTER & SCHMALKUCHE, PC 401(K) PLAN

$479K · 10 participants

JANOVER INC. 401(K) PLAN

$479K · 11 participants

PAXUS CPA GROUP 401(K) PLAN

$479K · 9 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.