How big is Smartwork, Inc.'s plan?

Smartwork, Inc.'s plan reported $48K in assets and 119 participants for 2024.

Original filing (PDF)20251205140007NAL0001895363001

Smartwork, Inc.

Name: Smartwork, Inc. — Penelope Starter 401(k) Retirement, Form 5500 (2024)
Creator: Smartwork, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Penelope Starter 401(k) Retirement Pooled Employer Plan

401(k) retirement plan · Smartwork, Inc.'s Penelope Starter 401(k) Retirement Pooled Employer Plan held $48K in plan assets for 119 participants in 2024.

Signals · 1

Late filing · 0.6 mo

Active participants

119

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

ERIN Esparza signed Smartwork, Inc.'s 2024 Form 5500 as plan administrator.

ERIN Esparza — 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

Smartwork, Inc.'s EIN is 87-1268410.

EIN 87-1268410

Plan number 002

Plan year 2024

ACK ID 20251205140007NAL0001895363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smartwork, Inc.'s plan includes 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 SMARTWORK, INC..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Filed 0.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score