Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
TAULER SMITH, LLP
EIN 47-3237920Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$750K assets
Welfare
0
Participants
13
626 WILSHIRE BLVD., SUITE 510 - LOS ANGELES, CA 90017213-927-9270taulersmith.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $750K assets / 13 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
TAULER SMITH, LLP CASH BALANCE PLAN
CashBalance
Assets$530K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TAULER SMITH, LLP 401(K) PLAN
401k
Assets$220K
Participants6
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 | TAULER SMITH, LLP CASH BALANCE PLAN | CashBalance | $530K | 7 | 2024 | |
| 001 | TAULER SMITH, LLP 401(K) PLAN | 401k | $220K | 6 | 2024 |
Retirement plans