How big is Cardsmart LLC's plan?

Cardsmart LLC's plan reported $60K in assets and 8 participants for 2024.

Original filing (PDF)20250721094207NAL0001372096001

Cardsmart LLC

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

Form 5500-SF

FILING_RECEIVED

Cardsmart.IO 401(k) Plan

401(k) retirement plan · Cardsmart LLC's Cardsmart.IO 401(k) Plan held $60K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Marcus Bowie signed Cardsmart LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Cardsmart LLC's EIN is 84-4817504.

EIN 84-4817504

Plan number 001

Plan year 2024

ACK ID 20250721094207NAL0001372096001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cardsmart 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 CARDSMART 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