Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SB ADVISORS, LLC
EIN 85-1192215financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
4
520 E. 86TH ST., 7A - LOS ANGELES, CA 90035310-923-6709sbadvisorsib.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M 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#001
SB ADVISORS, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SB ADVISORS, LLC 401(K) PLAN
401k
Assets$363K
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 | |
|---|---|---|---|---|---|---|
| 001 | SB ADVISORS, LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 2 | 2024 | |
| 002 | SB ADVISORS, LLC 401(K) PLAN | 401k | $363K | 2 | 2024 |
Retirement plans