Smartlinx Solutions Retirement Plan — Form 5500 plan (Smartlinx Solutions, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Smartlinx Solutions Retirement Plan is a benefit plan reported by Smartlinx Solutions, LLC under EIN 11-3575059 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $7,854,685 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.8MPlan net assets, end of year$7,825,183
Participants180Covered participants reported
Assets / participant$43.6KComputed: assets ÷ participants$43,637 (computed)
Provider compensation$42.7K2 Schedule C provider row(s)$42,663
- Plan sponsor
- Smartlinx Solutions, LLC
- EIN
- 11-3575059
- Plan number
- 001
- Plan type
- 2
- Location
- Iselin, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241014170459NAL0013662211001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.9M total assets
Net assets$7.8MLiabilities$29.5K
Full reported line items
Net assets
- Total assets (EOY)
- $7,854,685
- Total liabilities (EOY)
- $29,502
- Net assets (EOY)
- $7,825,183
- Net assets (BOY)
- $6,302,267
Income & contributions
- Employer contributions
- $342,884
- Participant contributions
- $1,106,136
- Total contributions
- $1,526,276
- Total income / additions
- $2,768,677
Expenses & distributions
- Benefits paid
- $1,201,838
- Administrative expenses
- $43,287
- Total expenses
- $1,245,761
- Net increase / (decrease)
- $1,522,916
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Innovative Investment Fiduciaries | ADVISOR | $28,458 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,205 | $0 | 2023 |