Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SMITH & FONG COMPANY
EIN 94-3277520marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$7.2M assets
Welfare
0
Participants
31
394 BEL MARIN KEYS BLVD., SUITE 6 - NOVATO, CA 94949415-896-0577LinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.2M assets / 31 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
SMITH & FONG PROFIT SHARING PLAN
401k
Assets$5.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SMITH & FONG COMPANY CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants14
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 | SMITH & FONG PROFIT SHARING PLAN | 401k | $5.4M | 17 | 2024 | |
| 003 | SMITH & FONG COMPANY CASH BALANCE PLAN | CashBalance | $1.8M | 14 | 2024 |
Retirement plans