Sponsor portfolio
SMITH MARION & CO., INC.
EIN 83-1445511accountingLatest filing 2024
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
55
1940 ORANGE TREE LANE SUITE 100 - REDLANDS, CA 92374909-307-2323smcocpa.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMITH MARION & CO 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 55 | 2024 |
Retirement plans