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  2. THE SMILE SPOT, LLC
Sponsor portfolio

THE SMILE SPOT, LLC

EIN 45-3931925-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
32
250 MAIN STREET SOUTH - SOUTHBURY, CT 06488203-405-6301
Plans on this EIN
2 filings
#002CashBalance-$2.0M - 15 part#001401k-$1.6M - 17 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • SPOT, LLC 401(K) (#001)45%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SPOT, LLC 401(K) (#001)17
  • CASH BALANCE PLAN (#002)15
Total 32Click 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#002

THE SMILE SPOT, LLC CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE SMILE SPOT, LLC 401(K) PLAN

401k

Assets$1.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE SMILE SPOT, LLC CASH BALANCE PLANCashBalance$2.0M152024
001THE SMILE SPOT, LLC 401(K) PLAN401k$1.6M172024
Retirement plans
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