How big is Smart Reading's plan?

Smart Reading's plan reported $997K in assets and 37 participants for 2024.

Original filing (PDF)20251001053408NAL0013830944001

Smart Reading

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

Form 5500-SF

FILING_RECEIVED

Smart Reading 401(k) Plan

401(k) retirement plan · Smart Reading's Smart Reading 401(k) Plan held $997K in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$997K

Net assets (EOY)

$997K

People on this filing

TONI Darnall-Shackleton signed Smart Reading's 2024 Form 5500 as plan administrator.

TONI Darnall-Shackleton — 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

Smart Reading's EIN is 93-1051724.

EIN 93-1051724

Plan number 001

Plan year 2024

ACK ID 20251001053408NAL0013830944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Smart Reading'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 SMART READING.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

SMART READING

EIN

all filings

Address

480 NE 9TH AVE · PORTLAND, OR · 97232

Phone

(971) 634-1602

Industry

Educational Services

Plan administrator