Assets by plan
Share of aggregate retirement assets
Filings through .
Smith Geiger, LLC
EIN 77-0570777Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$23.8M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SMITH GEIGER, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$17.8M
Participants87
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SMITH GEIGER, LLC DEFINED BENEFIT PENSION PLAN
Cash balance
Assets$6.0M
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SMITH GEIGER, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $17.8M | 87 | 2025 |
| #002 | SMITH GEIGER, LLC DEFINED BENEFIT PENSION PLAN | Cash balance | $6.0M | 55 | 2024 |
- #001 · 401(k) · 202587
- #002 · Cash balance · 202455
Retirement plans