How big is SM2 LLC's plan?

SM2 LLC's plan reported $38K in assets and 12 participants for 2025.

Original filing (PDF)20260423220242NAL0008306608029

SM2 LLC

Name: SM2 LLC — SM2 LLC 401(k) Plan, Form 5500 (2025)
Creator: SM2 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SM2 LLC 401(k) Plan

401(k) retirement plan · SM2 LLC's SM2 LLC 401(k) Plan held $38K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

Elantha Barry signed SM2 LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

SM2 LLC's EIN is 84-4105541.

EIN 84-4105541

Plan number 001

Plan year 2025

ACK ID 20260423220242NAL0008306608029

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SM2 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SM2 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 SM2 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

SM2 LLC

EIN

all filings

Address

19278 CONIFER LANE · COUNCIL BLUFFS, IA · 51503

Phone

(712) 323-4501

Industry

Real Estate

Plan administrator