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Sponsor portfolio

WE CREATE SMILES, LLC

EIN 93-1919580-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
141 DURHAM ROAD, SUITE 20 - MADISON, CT 06443203-245-9607
Plans on this EIN
2 filings
#001401k-$1.2M - 7 part#002CashBalance-$441K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PROFIT SHARING PLAN (#001)73%
  • CASH BALANCE PLAN (#002)27%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PLAN (#002)3
Total 10Click 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

WE CREATE SMILES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WE CREATE SMILES, LLC CASH BALANCE PLAN

CashBalance

Assets$441K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WE CREATE SMILES, LLC 401(K) PROFIT SHARING PLAN401k$1.2M72024
002WE CREATE SMILES, LLC CASH BALANCE PLANCashBalance$441K32024
Retirement plans
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