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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SMART401K, LLC CRD Number: 129208Annual Amendment All Sections Rev.

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Obtain the necessary forms from your employer or financial institution.

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Fill in the required information accurately, including your personal details and employer's information.

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Enter 'smart401k' as the primary business name on the form.

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Who needs primary business name smart401k?

01

Employees participating in a 401(k) retirement savings plan offered by their employer.

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What is primary business name smart401k?

The primary business name for smart401k is Smart Asset Management, Inc.

Who is required to file primary business name smart401k?

Any business entity that has the primary business name smart401k is required to file.

How to fill out primary business name smart401k?

You can fill out the primary business name smart401k by providing accurate and up-to-date information related to the business.

What is the purpose of primary business name smart401k?

The purpose of having the primary business name smart401k is to easily identify the business and its services related to managing 401k retirement plans.

What information must be reported on primary business name smart401k?

The information reported on primary business name smart401k may include business address, contact information, and details about the services provided.

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