# Smart Financial Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/smart-financial-holdings-llc-401k-plan

> Smart Financial Holdings LLC's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Smart Financial Holdings LLC

- **Sponsor EIN:** 813302625

- **Sponsor Address:** 5728 MAJOR BOULEVARD, SUITE 100, ORLANDO, FL, 32819

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|0|$0|$182,214|$461,401|

| 2022|390|$1.7M|$114,054|$580,380|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2023|$86,985|$9,282|—|—|—|

| 2022|$27,566|—|$27,566|—|—|

## Similar Plans

- [Goodwill Industries Of Central Florida, INC.](https://planprovider.pro/companies/goodwill-industries-of-central-florida-inc-plan-001) — 54 participants

- [American Gun & Pawn, INC.](https://planprovider.pro/companies/american-gun-pawn-inc-plan) — 8 participants

- [Majeloz Corp.](https://planprovider.pro/companies/majeloz-corp-401k-plan) — 3 participants

- [Knitwit Ventures Corp.](https://planprovider.pro/companies/knitwit-ventures-corp-plan) — 2 participants

- [Jbm Family INC.](https://planprovider.pro/companies/jbm-family-inc-plan) — 2 participants

- [Leo Kaplan, Ltd.](https://planprovider.pro/companies/leo-kaplan-ltd-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/smart-financial-holdings-llc-401k-plan)

© 2026 PlanProvider.Pro