Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $19.4M assets / 82 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | STRATEGIC MARKETING INNOVATIONS, INC. 401(K)PROFIT SHARING PLAN | 401(k) | $17.3M | 47 | 2025 |
| #004 | STRATEGIC MARKETING INNOVATIONS, INC. CASH BALANCE PLAN | Cash balance | $2.1M | 35 | 2025 |