Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JUST HAPPY, INC.
EIN 94-3270864Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
7
369 3RD ST UNIT B SUITE #313 - SAN RAFAEL, CA 94901415-601-0011
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 7 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#002
CARUSO COMPANY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARUSO COMPANY 401(K) PLAN
401k
Assets$335K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CARUSO COMPANY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.1M | 3 | 2024 | |
| 001 | CARUSO COMPANY 401(K) PLAN | 401k | $335K | 4 | 2024 |
Retirement plans