Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SDJ STRATEGIES LLC
EIN 83-3930729public relations and communicationsLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
4
361 ROSITA LANE - PASADENA, CA 91105323-217-8164sdjstrategies.comLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 4 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
SDJ STRATEGIES LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SDJ STRATEGIES LLC 401(K) PROFIT SHARING PLAN
401k
Assets$617K
Participants2
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 | SDJ STRATEGIES LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.2M | 2 | 2024 | |
| 001 | SDJ STRATEGIES LLC 401(K) PROFIT SHARING PLAN | 401k | $617K | 2 | 2025 |
Retirement plans