Sponsor portfolio
SMART MONEY FINANCIAL ADVISORS, LLC
EIN 47-5056080financial servicesLatest filing 2025
Plans
1
Retirement
1
$102K assets
Welfare
0
Participants
5
12900 HALL RD. - STE. 250 - STERLING HEIGHTS, MI 48313586-262-6400smartmoneyfa.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMART MONEY FINANCIAL ADVISORS 401(K) PLAN | 401k | $102K | 5 | 2025 |
Retirement plans