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Sponsor portfolio

SMART PATIO PLUS INC

EIN 82-1553709-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$909K assets
Welfare
0
Participants
25
425 BORREGO CT - SAN DIMAS, CA 91773909-394-1710smartpatioplus.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002TraditionalDB-$778K - 7 part#001401k-$131K - 18 part

Retirement portfolio analytics

2 plans aggregated / $909K assets / 25 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLUS INC PENSION (#002)86%
  • PLUS INC 401(K) (#001)14%
Total $909KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLUS INC 401(K) (#001)18
  • PLUS INC PENSION (#002)7
Total 25Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SMART PATIO PLUS INC PENSION PLAN

TraditionalDB

Assets$778K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SMART PATIO PLUS INC 401(K) PLAN

401k

Assets$131K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SMART PATIO PLUS INC PENSION PLANTraditionalDB$778K72024
001SMART PATIO PLUS INC 401(K) PLAN401k$131K182024
Retirement plans
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