Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STRATEGIC MARKETING INNOVATIONS, INC.
EIN 52-2261338Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$19.4M assets
Welfare
0
Participants
82
200 MASSACHUSETTS AVE NW, SUITE 510 - WASHINGTON, DC 20001202-467-5459
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.4M assets / 82 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
STRATEGIC MARKETING INNOVATIONS, INC. 401(K)PROFIT SHARING PLAN
401k
Assets$17.3M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
STRATEGIC MARKETING INNOVATIONS, INC. CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants35
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 | STRATEGIC MARKETING INNOVATIONS, INC. 401(K)PROFIT SHARING PLAN | 401k | $17.3M | 47 | 2025 | |
| 004 | STRATEGIC MARKETING INNOVATIONS, INC. CASH BALANCE PLAN | CashBalance | $2.1M | 35 | 2025 |
Retirement plans