Back to filter
Original filing (PDF)20250918102448NAL0001721523001
SM SWITCHBACK, LLC
Form 5500-SF
FILING_RECEIVED
SM SWITCHBACK, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
222
Accounts w/ balance
27
Plan assets (EOY)
$432K
Net assets (EOY)
$432K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 12% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SM SWITCHBACK, LLC.
Plan sponsor
Name
SM SWITCHBACK, LLC
EIN
84-1855034
Address
1320 ARROW POINT DRIVE · STE 301 · CEDAR PARK, TX · 78613
Phone
(512) 528-0090
Industry
Accommodation & Food 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
2025-09-18
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Accommodation & Food Services plans
SUSDEWITT ENTERPRISES LIMITED PARTNERSHIP
SUSDEWITT ENTERPRISES LIMITED PARTNERSHIP 401(K) PLAN
$432K · 719 participants
RS2 HOSPITALITY GROUP INC.
RS2 HOSPITALITY GROUP INC. RETIREMENT PLAN
$432K · 91 participants
RAILROAD FISH & CHIPS LLC
RAILROAD FISH & CHIPS LLC 401(K) PROFIT SHARING PLAN & TRUST
$433K · 8 participants
RUBICON CROSSING LLC
RUBICON CROSSING LLC 401(K) PLAN
$431K · 25 participants
NC CHICKEN, LLC
NC CHICKEN, LLC 401(K) PLAN
$433K · 24 participants
4 CROWNS LLC
4 CROWNS LLC CASH BALANCE PLAN
$431K · 17 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants