Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Silicon Beach Wealth Management LLC
EIN 85-2548703financial servicesLatest filing 2025
Plans
2
Retirement
2
$257K assets
Welfare
0
Participants
9
4551 GLENCOE AVE, SUITE 215 - MARINA DEL REY, CA 90292424-272-1638siliconbeachwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $257K assets / 9 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
SILICON BEACH WEALTH MANAGEMENT LLC 401K PLAN
401(k)
Assets$197K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SILICON BEACH WEALTH MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$60K
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 | |
|---|---|---|---|---|---|---|
| 001 | SILICON BEACH WEALTH MANAGEMENT LLC 401K PLAN | 401(k) | $197K | 6 | 2025 | |
| 002 | SILICON BEACH WEALTH MANAGEMENT LLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $60K | 3 | 2025 |
Retirement plans