Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
SCRUBBED ADVISORY, LLC
EIN 45-4572670financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
11
SUITE 320 - BURLINGAME, CA 94010415-994-2036scrubbed.netLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 11 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
SCRUBBED ADVISORY, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SCRUBBED ADVISORY, LLC 401(K) PLAN & TRUST
401k
Assets$520K
Participants7
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 | SCRUBBED ADVISORY, LLC CASH BALANCE PLAN & TRUST | CashBalance | $2.5M | 4 | 2025 | |
| 001 | SCRUBBED ADVISORY, LLC 401(K) PLAN & TRUST | 401k | $520K | 7 | 2025 |
Retirement plans