How big is Smarter Benefits Solutions, LLC's plan?

Smarter Benefits Solutions, LLC's plan reported $473K in assets and 4 participants for 2024.

Original filing (PDF)20250913180516NAL0001540211001

Smarter Benefits Solutions, LLC

Name: Smarter Benefits Solutions, LLC — SBS, LLC 401(k), Form 5500 (2024)
Creator: Smarter Benefits Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBS, LLC 401(k) Plan

401(k) retirement plan · Smarter Benefits Solutions, LLC's SBS, LLC 401(k) Plan held $473K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

People on this filing

Julie PENA signed Smarter Benefits Solutions, LLC's 2024 Form 5500 as plan administrator.

Julie PENA — 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

Smarter Benefits Solutions, LLC's EIN is 82-4728687.

EIN 82-4728687

Plan number 001

Plan year 2024

ACK ID 20250913180516NAL0001540211001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smarter Benefits Solutions, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMARTER BENEFITS SOLUTIONS, 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