Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOMETIMES CURLY
EIN 82-3903215Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
6
23054 PARK SORRENTO - CALABASAS, CA 913021735818-917-0455
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 6 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#002
SOMETIMES CURLY PENSION PLAN
TraditionalDB
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOMETIMES CURLY 401K PLAN
401k
Assets$486K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOMETIMES CURLY PENSION PLAN | TraditionalDB | $1.5M | 3 | 2024 | |
| 001 | SOMETIMES CURLY 401K PLAN | 401k | $486K | 3 | 2024 |
Retirement plans