Original filing (PDF)20251008071148NAL0009292560001

SMP STRATEGIES

Name: SMP STRATEGIES — SMP STRATEGIES DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: SMP STRATEGIES

Form 5500-SF

FILING_RECEIVED

SMP STRATEGIES DEFINED CONTRIBUTION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SMP STRATEGIES

EIN

85-0525273all filings

Address

2392 LANDINGS CIRCLE · BRANDENTON, FL · 34209

Phone

(937) 416-0139

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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 providers

Related plans

Similar-size Finance & Insurance plans

KNIGHT OPERATIONS

KNIGHT OPERATIONS 401(K) PLAN

$13K · 24 participants

MATTHEW ZDROIK AGENCY

MATTHEW ZDROIK AGENCY 401(K) PLAN

$13K · 4 participants

FAF HEALTH CARE CORPORATION

FAF HEALTH CARE CORPORATION 401(K) PLAN

$13K · 2 participants

BEACH FINANCIAL GROUP, INC.

BEACH FINANCIAL GROUP, INC. 401(K) PLAN

$13K · 8 participants

ANCILLARY BENEFIT STRATEGIES, LLC D/B/A ABS

ABS 401(K) PLAN

$13K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.