Original filing (PDF)20250307220043NAL0019787728016

Retire Smart, LLC

Name: Retire Smart, LLC — Retire Smart, LLC 401(k) Plan, Form 5500 (2024)
Creator: Retire Smart, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retire Smart, LLC 401(k) Plan

401(k) retirement plan · Retire Smart, LLC's Retire Smart, LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

QIAN LIU signed Retire Smart, LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Retire Smart, LLC's EIN is 82-3142610.

EIN 82-3142610

Plan number 001

Plan year 2024

ACK ID 20250307220043NAL0019787728016

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Retire Smart, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETIRE SMART, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score