Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SMITH GEIGER, LLC
EIN 77-0570777Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$23.8M assets
Welfare
0
Participants
142
31365 OAK CREST DRIVE, #150 - WESTLAKE VILLAGE, CA 913615698818-874-2015
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.8M assets / 142 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
SMITH GEIGER, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$17.8M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SMITH GEIGER, LLC DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$6.0M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMITH GEIGER, LLC 401(K) PROFIT SHARING PLAN | 401k | $17.8M | 87 | 2025 | |
| 002 | SMITH GEIGER, LLC DEFINED BENEFIT PENSION PLAN | CashBalance | $6.0M | 55 | 2024 |
Retirement plans