How big is Smart Transition Strategies LLC's plan?

Smart Transition Strategies LLC's plan reported $480K in assets and 2 participants for 2024.

Original filing (PDF)20250921152852NAL0004737936001

Smart Transition Strategies LLC

Name: Smart Transition Strategies LLC — Smart Transition, Form 5500 (2024)
Creator: Smart Transition Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smart Transition Strategies Individual 401(k) Plan

401(k) retirement plan · Smart Transition Strategies LLC's Smart Transition Strategies Individual 401(k) Plan held $480K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

People on this filing

Nancy Goldfarb Slutsky signed Smart Transition Strategies LLC's 2024 Form 5500 as plan administrator.

Nancy Goldfarb Slutsky — 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 Transition Strategies LLC's EIN is 81-1140061.

EIN 81-1140061

Plan number 001

Plan year 2024

ACK ID 20250921152852NAL0004737936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smart Transition Strategies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smart Transition Strategies LLC'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 SMART TRANSITION STRATEGIES LLC.

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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