PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Sma Financial Inc

Filings through Oct 24, 2026.

Sma Financial Inc

EIN 33-0842064-accounting-Latest filing 2025
Plans
1
Retirement
1
$72K assets
Health & Benefits
0
Participants
3
20 TRUMAN ST STE 201 - IRVINE, CA 92620714-673-0756smafinancialinc.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filing
#001401(k)-$72K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SMA FINANCIAL INC 401(K) P/S PLAN

401(k)

Assets$72K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SMA FINANCIAL INC 401(K) P/S PLAN401(k)$72K32025
  • SMA FINANCIAL INC 401(K) P/S PLAN$72K
    #001 · 401(k) · 20253
Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica