SMA, INC. 401(K) PLAN

[ EIN: 33-0080929 | Plan No. 001 ]

Form 5500 records indicate that SMA, INC. 401(K) PLAN is a 401(k) plan sponsored by SMA, INC.. The plan is classified as a Large Plan with 280 participants and assets totaling $29,194,354 for the 2023 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: SMA, INC.

Location: 19200 VON KARMAN AVENUE SUITE 230, IRVINE, CA 92612

EIN: 330080929

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 280

Total Assets: $29,194,354

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