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  2. Smith Team CPA, Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Smith Team CPA, Inc.

EIN 82-2294396-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
6
43460 RIDGE PARK DR., STE 255 - TEMECULA, CA 92590951-461-5974
Plans on this EIN
1 filing
#001401(k)-$1.4M - 6 part

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Retirement#001

SMITH TEAM 401(K) PLAN

401(k)

Assets$1.4M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMITH TEAM 401(K) PLAN401(k)$1.4M62025
Retirement plans
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