PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. David Mamet

Filings through Oct 24, 2026.

Sponsor portfolio

David Mamet

EIN 13-3284457-veterinary-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
4
3130 WILSHIRE BLVD, SUITE 600 - SANTA MONICA, CA 90403310-282-0477LinkedIn1-10 employeesveterinary
Plans on this EIN
2 filings
#001401(k)-$3.7M - 2 part#002Traditional DB-$491K - 2 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PLAN AND TRUST (#001)88%
  • DEFINED BENEFIT PENSION (#002)12%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)2
  • DEFINED BENEFIT PENSION (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DAVID MAMET PROFIT SHARING PLAN AND TRUST

401(k)

Assets$3.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVID MAMET DEFINED BENEFIT PENSION PLAN

Traditional DB

Assets$491K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVID MAMET PROFIT SHARING PLAN AND TRUST401(k)$3.7M22025
002DAVID MAMET DEFINED BENEFIT PENSION PLANTraditional DB$491K22025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica