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Smart Source LLC

Matched across 12 name variants in the filings

Smart Source LLC summary

Smart Source LLC appears on 43 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $28.5B in assets for 498,229 participants. The median client plan holds $437M. Most client plans are sponsored in CA, NV and WA. The largest clients by plan assets are Board of Trustees, Western Unite Here and Employers, Board of Trustees, Sound Retirement Trust and Sheet Metal Workers Pension Trust. Plans reported $1.4M in direct and indirect compensation paid to Smart Source LLC. The median is $25K per plan.

Participants
498,229
Median plan assets
$437M
Median plan participants
4,996
Median fees per plan
$25K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees, Western Unite Here and EmployersCA$4.0B158,780
Board of Trustees, Sound Retirement TrustWA$2.7B107,493
Sheet Metal Workers Pension TrustCA$1.7B13,026
B of T, Northwest Sheet Metal Workers Pension PlanOR$1.7B9,374
Bot, Wa State Plumbing and Pipefitting Industry Pension PlanWA$1.4B10,882
Board of Trustees Indiana State Council of Carpenters Pension FundMI$1.4B17,170
Board of Trustees of Smart, Sheet Metal Workers Local 104 Sup PensionCA$1.3B9,367
Board of Trustees of the U.A. Local No. 393 Defined Benefit PensionCA$1.2B3,854
Board of Trustees, IBEW Local 332 Pension Plan Part BCA$1.0B4,083
Board of Trustees, U.A. Local 467 Pension TrustCA$962M1,949
Board of Trustees, IBEW 332 Pension Plan - Part aCA$897M4,984
Board of Trustees of the U.A. Local No. 393 Defined Contribution PlanCA$864M3,326
Board of Trustees, Michigan Carpenters' Pension FundMI$774M10,312
Board of Trustees of the Western Wa U.A. Supplemental Pension PlanWA$759M7,008
Board of Trustees, Hawaii Carpenters FinancialHI$721M7,426
I.B.E.W. Board of Trustees for Local No 357 Pension Trust, plan 002NV$626M7,284
I.B.E.W. Board of Trustees for Local 357 Pension Trust, plan 001NV$608M4,996
Board of Trustees Western States Insulators and Allied Workers Indiv, plan 002CA$552M8,462
Trustees of W. States Insulators & Allied Workers Pension Fund, plan 001CA$546M5,377
Board of Trustees Arizona Pipe Trades DC Pension PlanAZ$461M9,484
Joint Gov. Comm. Plumbers and Pipefitters Local Union No. 525NV$455M3,727
Board of Trustees Arizona Pipe Trades Pension PlanAZ$419M5,112
Board of Trustees, Alaska Plumbing & Pipefitting Industry Pension PlanOR$321M2,008
I.A.T.S.E. Local 16 Pension Plan TrusteesCA$313M4,009
Board of Trustees, Ibu of the Pacific NationalOR$300M4,899

Top client states

  • CA23 plans
  • NV4 plans
  • WA4 plans
  • MI3 plans
  • OR3 plans

Frequently asked questions

Who uses Smart Source LLC?
43 retirement plans list Smart Source LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees, Western Unite Here and Employers, Board of Trustees, Sound Retirement Trust, Sheet Metal Workers Pension Trust, B of T, Northwest Sheet Metal Workers Pension Plan and Bot, Wa State Plumbing and Pipefitting Industry Pension Plan. Most client plans are sponsored in CA, NV and WA.
How many plans does Smart Source LLC serve?
Smart Source LLC serves 43 retirement plans with $28.5B in plan assets and 498,229 participants, based on the latest Form 5500 filings through 2024.
What does Smart Source LLC charge?
Plans reported $1.4M in total Schedule C compensation paid to Smart Source LLC. The median plan paid $25K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served43+6 YoYRank #430 of mapped providers
Assets under administration$28.5B0.0%Rank #521 by share of filed assets
Fees received$1MMedian $24,881/planSum across Schedule C direct + indirect
Net wins YoY+413 won - 9 lostPlan-level switch detection

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