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Sponsor portfolio

CONTACTABILITY-COM LLC DBA SMARTFINANCIAL

EIN 80-0811833-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
Participants
548
4041 MACARTHUR BOULEVARD, SUITE 210 - NEWPORT BEACH, CA 92660877-225-3239
Plans on this EIN
2 filings
#001401k-$3.4M - 279 part#501Fully Insured-269 lives

Benefits portfolio analytics

1 plan / $0 premiums / 269 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
0%top
  • BLUE CROSS OF CALIFORNIA0%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
  • KAISER FOUNDATION HEALTH PLAN INC0%
Total $03 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONTACTABILITY-COM LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.4M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONTACTABILITY-COM LLC DBA SMARTFINANCIAL HEALTH AND WELFARE PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$0
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONTACTABILITY-COM LLC 401(K) PROFIT SHARING PLAN & TRUST401k$3.4M2792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONTACTABILITY-COM LLC DBA SMARTFINANCIAL HEALTH AND WELFARE PLANFully InsuredBLUE SHIELD OF CALIFORNIA$02692025
Retirement plans
Welfare plans
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