Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INDUSTRIAL SMITH INCORPORATED
EIN 20-8365980marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$233K assets
Welfare
0
Participants
4
9838 RESEARCH DRIVE - IRVINE, CA 92618949-400-4786industrialshift.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $233K assets / 4 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#001
INDUSTRIAL SMITH INCORPORATED CASH BALANCE PLAN
TraditionalDB
Assets$213K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INDUSTRIAL SMITH INCORPORATED 401(K) PLAN
401k
Assets$20K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDUSTRIAL SMITH INCORPORATED CASH BALANCE PLAN | TraditionalDB | $213K | 2 | 2024 | |
| 002 | INDUSTRIAL SMITH INCORPORATED 401(K) PLAN | 401k | $20K | 2 | 2024 |
Retirement plans