Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NATIV.LY INC. DBA NATIV.LY
EIN 81-1220578Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
16
187 E. BLITHEDALE AVE., STE B - MILL VALLEY, CA 94941415-298-5748
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 16 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
NATIV.LY LLC CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NATIV.LY LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NATIV.LY LLC CASH BALANCE PLAN | CashBalance | $1.8M | 5 | 2024 | |
| 002 | NATIV.LY LLC 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 11 | 2024 |
Retirement plans