How big is SMP Strategies' plan?

SMP Strategies' plan reported $521K in assets and 2 participants for 2024.

Original filing (PDF)20251008071812NAL0008935792001

SMP Strategies

Name: SMP Strategies — SMP Strategies Defined Benefit Plan, Form 5500 (2024)
Creator: SMP Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMP Strategies Defined Benefit Plan

Defined-benefit pension plan · SMP Strategies' SMP Strategies Defined Benefit Plan held $521K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$521K

Net assets (EOY)

$497K

Plan identifiers

SMP Strategies' EIN is 85-0525273.

EIN 85-0525273

Plan number 001

Plan year 2024

ACK ID 20251008071812NAL0008935792001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SMP Strategies' plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score