How big is Smartshare's plan?

Smartshare's plan reported $459K in assets and 3 participants for 2025.

Original filing (PDF)20260428221051NAL0016385616078

Smartshare

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

Form 5500-SF

FILING_RECEIVED

Smartshare 401(k) Plan

401(k) retirement plan · Smartshare's Smartshare 401(k) Plan held $459K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$459K

Net assets (EOY)

$459K

People on this filing

Elantha Barry signed Smartshare'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

Smartshare's EIN is 86-3986683.

EIN 86-3986683

Plan number 001

Plan year 2025

ACK ID 20260428221051NAL0016385616078

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Smartshare'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 SMARTSHARE.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

SMARTSHARE

EIN

all filings

Address

1 BROADWAY · 14TH FLOOR ATTN SMARTSHARE · CAMBRIDGE, MA · 02142

Phone

(347) 302-4504

Industry

Data Processing, Hosting· Information / Tech / Media

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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