Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SMALDINO INVESTMENTS, LLC
EIN 20-0239380Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
6
13601 E. WHITTIER BLVD, STE. 200 - WHITTIER, CA 906051952562-693-8292
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SMALDINO INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SMALDINO INVESTMENTS, LLC. PENSION PLAN
CashBalance
Assets$2.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SMALDINO INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN | 401k | $3.5M | 3 | 2025 | |
| 001 | SMALDINO INVESTMENTS, LLC. PENSION PLAN | CashBalance | $2.7M | 3 | 2025 |
Retirement plans