Smarty, Llc 401(k) Plan: Login, Facts & Contact Information

Smarty, Llc 401(k) Plan Facts

Plan name
SMARTY, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SMARTY, LLC
Participants
36 (31 active employees)
Plan assets
$3,388,673 at Dec 31, 2024
Average account balance
$121,024 across 28 accounts
Employer contributions
$4,156 in plan year 2024 (2% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 1, 2019
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 11, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $218,450 went into the plan in contributions, $4,156 of it from the employer (2%).
  • $429,413 was paid out to participants.
  • Investment and other income added $414,013.

How the Smarty, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192$906——
20203$80,895$2,050—
202121$3.31 million$2,650$2,117
202219$2.75 million—$188,496
202335$3.20 million—$217,819
202436$3.39 million$4,156$429,413

Smarty, Llc 401(k) Contact Information

Phone
818-285-6216
Mailing address
330 N LANTANA ST SUITE 28 #5085, CAMARILLO CA 93010
Plan sponsor
SMARTY, LLC
Plan administrator
PENTEGRA SERVICES, INC.
Employer identification number (EIN)
35-2651525
Plan number
001

Questions about the Smarty, Llc 401(k)

Does Smarty, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4,156, 2% of all contributions.

Does the Smarty, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Smarty, Llc 401(k) plan?

36 participants at the start of plan year 2024, 31 of them active employees.

What is the average 401(k) balance at Smarty, Llc?

About $121,024 per account: $3.39 million in plan assets across 28 accounts with a balance at the end of plan year 2024.

Who manages the Smarty, Llc 401(k) accounts?

Pentegra Retirement Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Smarty, Llc. How do I access my 401(k)?

Your account stays with Pentegra Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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