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SMART MONEY, INC.

EIN 77-0578619-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
2
2601 41ST AVE, STE. C - SOQUEL, CA 95073831-462-8811
Plans on this EIN
1 filing
#001OtherDC-$1.8M - 2 part

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Retirement#001

SMART MONEY INDIVIDUAL 401K PLAN

OtherDC

Assets$1.8M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMART MONEY INDIVIDUAL 401K PLANOtherDC$1.8M22025
Retirement plans
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