Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SMILES FOREVER, LLC
EIN 84-5068613Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
13
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 13 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#001
SMILES FOREVER, LLC PROFIT SHARING PLAN
401k
Assets$738K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SMILES FOREVER, LLC PENSION PLAN
CashBalance
Assets$700K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMILES FOREVER, LLC PROFIT SHARING PLAN | 401k | $738K | 9 | 2024 | |
| 002 | SMILES FOREVER, LLC PENSION PLAN | CashBalance | $700K | 4 | 2024 |
Retirement plans