Original filing (PDF)20250424220928NAL0017917810011

SMARTFUTURE FINANCIAL CONSULTING LLC

Name: SMARTFUTURE FINANCIAL CONSULTING LLC — SMARTFUTURE FINANCIAL CONSULTING LLC 401(K) PLAN, Form 5500 (2024)
Creator: SMARTFUTURE FINANCIAL CONSULTING LLC

Form 5500-SF

FILING_RECEIVED

SMARTFUTURE FINANCIAL CONSULTING LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMARTFUTURE FINANCIAL CONSULTING LLC.

Plan sponsor

Name

SMARTFUTURE FINANCIAL CONSULTING LLC

EIN

93-3993711

Address

1 HETRICK POINT ROAD · OCEAN, NJ · 07712

Phone

(732) 778-7111

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator