Original filing (PDF)20251009171646NAL0006954577001

FINANCIAL WELLNESS PARTNERS D/B/A SMOOTH 401K

Name: FINANCIAL WELLNESS PARTNERS D/B/A SMOOTH 401K — SMOOTH 401(K) PLAN, Form 5500 (2024)
Creator: FINANCIAL WELLNESS PARTNERS D/B/A SMOOTH 401K

Form 5500-SF

FILING_RECEIVED

SMOOTH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL WELLNESS PARTNERS D/B/A SMOOTH 401K.

Plan sponsor

Name

FINANCIAL WELLNESS PARTNERS D/B/A SMOOTH 401K

EIN

83-0954781

Address

1959 EAST ROYALTON ROAD · BUILDING A · BROADVIEW HEIGHTS, OH · 44147

Phone

(440) 505-5678

Industry

Finance & Insurancesee all

Plan administrator