Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPEAK, INC.
EIN 33-0356634Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
30
10680 TREENA STREET SUITE 230 - SAN DIEGO, CA 92131619-884-8741
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 30 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
SPEAK, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SPEAK INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.0M
Participants17
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 | SPEAK, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.4M | 13 | 2025 | |
| 002 | SPEAK INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.0M | 17 | 2025 |
Retirement plans