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  1. Companies/
  2. Pocketbook Strategies LLC

Filings through Oct 24, 2026.

Pocketbook Strategies LLC

EIN 88-1154945-financial services-Latest filing 2025
Plans
1
Retirement
1
$450K assets
Health & Benefits
0
Participants
7
265 S. WESTERN AVENUE, #741070 - LOS ANGELES, CA 90004310-929-0276pocketbookstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$450K - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

POCKETBOOK STRATEGIES 401(K) PLAN

401(k)

Assets$450K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001POCKETBOOK STRATEGIES 401(K) PLAN401(k)$450K72025
  • POCKETBOOK STRATEGIES 401(K) PLAN$450K
    #001 · 401(k) · 20257
Retirement plans
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