How big is SM Switchback, LLC's plan?

SM Switchback, LLC's plan reported $432K in assets and 222 participants for 2024.

Original filing (PDF)20250918102448NAL0001721523001

SM Switchback, LLC

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

Form 5500-SF

FILING_RECEIVED

SM Switchback, LLC 401(k) Plan

401(k) retirement plan · SM Switchback, LLC's SM Switchback, LLC 401(k) Plan held $432K in plan assets for 222 participants in 2024.

Signals · 1

No auditor on file

Active participants

222

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

People on this filing

GINI Quiroz signed SM Switchback, LLC's 2024 Form 5500 as plan administrator.

GINI Quiroz — 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

SM Switchback, LLC's EIN is 84-1855034.

EIN 84-1855034

Plan number 001

Plan year 2024

ACK ID 20250918102448NAL0001721523001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SM Switchback, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SM SWITCHBACK, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score