Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SMARTY SOCIAL MEDIA, INC.
EIN 46-3792071marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
58
135 S. LEMON ST. SUITE A - ORANGE, CA 92866714-609-4665smartysocialmedia.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 58 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
SMARTY SOCIAL MEDIA, INC. 401(K) PLAN
401k
Assets$3.0M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SMARTY SOCIAL MEDIA, INC. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants23
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 | SMARTY SOCIAL MEDIA, INC. 401(K) PLAN | 401k | $3.0M | 35 | 2025 | |
| 002 | SMARTY SOCIAL MEDIA, INC. CASH BALANCE PLAN | CashBalance | $1.6M | 23 | 2025 |
Retirement plans