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Sponsor portfolio

SMARTWORK, INC.

EIN 87-1268410-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
832
18 W 18TH ST # 06-103 - NEW YORK, NY 100114607201-580-5582
Plans on this EIN
2 filings
#001401k-$4.7M - 713 part#002401k-$48K - 119 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 832 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • POOLED EMPLOYER PLAN (#001)99%
  • POOLED EMPLOYER PLAN (#002)1%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • POOLED EMPLOYER PLAN (#001)713
  • POOLED EMPLOYER PLAN (#002)119
Total 832Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PENELOPE RETIREMENT POOLED EMPLOYER PLAN

401k

Assets$4.7M
Participants713
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PENELOPE STARTER 401(K) RETIREMENT POOLED EMPLOYER PLAN

401k

Assets$48K
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENELOPE RETIREMENT POOLED EMPLOYER PLAN401k$4.7M7132024
002PENELOPE STARTER 401(K) RETIREMENT POOLED EMPLOYER PLAN401k$48K1192024
Retirement plans
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