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Filings through Oct 24, 2026.

Sponsor portfolio

Smartertools

EIN 04-3734818-computer software-Latest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
28
1903 W PARKSIDE LN STE 106 - PHOENIX, AZ 85027623-341-7029smartertools.comLinkedIn11-50 employeescomputer software
Plans on this EIN
1 filing
#001401(k)-$2.5M - 28 part

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Retirement#001

SMARTERTOOLS 401(K) P/S PLAN

401(k)

Assets$2.5M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMARTERTOOLS 401(K) P/S PLAN401(k)$2.5M282025
Retirement plans
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