Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SO CAL MANAGEMENT & MARKETING SERVICES, INC.
EIN 46-1659551Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
6
16935 W. BERNARDO DR., STE. 155 - SAN DIEGO, CA 92127858-834-4301
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 6 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
SO CAL MANAGEMENT & MARKETING SERVICES, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SO CAL MANAGEMENT & MARKETING SERVICES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$176K
Participants3
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 | SO CAL MANAGEMENT & MARKETING SERVICES, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.9M | 3 | 2024 | |
| 001 | SO CAL MANAGEMENT & MARKETING SERVICES, INC. PROFIT SHARING PLAN | ProfitSharing | $176K | 3 | 2024 |
Retirement plans