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Sponsor portfolio

SMRT INC.

EIN 01-0384169-Latest filing 2025
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$145K premiums
Participants
300
75 WASHINGTON AVENUE, SUITE 3A - PORTLAND, ME 04101877-700-7678
Plans on this EIN
2 filings
#001401k-$31.6M - 188 part#502Mixed-$145K - 167 lives

Benefits portfolio analytics

1 plan / $145K premiums / 167 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$81K
  • Short-term disability$81K
  • Long-term disability$81K
  • Other$81K
  • Dental$64K
  • Vision$64K
Total $145K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA56%
  • AMERITAS LIFE INSURANCE CORP.44%
Total $145K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • IMG0%
Total $14K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SMRT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$31.6M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SMRT FRINGE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$145K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMRT, INC. 401(K) PROFIT SHARING PLAN401k$31.6M1882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SMRT FRINGE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$145K1672025
Retirement plans
Welfare plans
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