Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
STRATEGIC BUSINESS PLANNING INC
EIN 95-4566755insuranceLatest filing 2025
Plans
3
Retirement
2
$2.1M assets
Welfare
1
Participants
8
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 5 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
STRATEGIC BUSINESS PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LARRY MAKATURA / STRATEGIC BUSINESS PLANNING, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$587K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
LARRY MAKATURA / STRATEGIC BUSINESS PLANNING, INC. PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STRATEGIC BUSINESS PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.5M | 2 | 2025 | |
| 002 | LARRY MAKATURA / STRATEGIC BUSINESS PLANNING, INC. PROFIT SHARING PLAN | ProfitSharing | $587K | 3 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | LARRY MAKATURA / STRATEGIC BUSINESS PLANNING, INC. PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans