Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolioTH
BROCKWAY-SMITH COMPANY
EIN 04-1123740Wholesale TradeLatest filing 2024
Plans
3
Retirement
2
$2.9M assets
Welfare
1
Participants
81
100 BRICKSTONE SQUARE, SUITE 206 - ANDOVER, MA 018101492978-475-7100
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 81 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#003
BROCKWAY-SMITH COMPANY PROFIT SHARING PLAN & TRUST
ESOP
Assets$2.0M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#006
BROCKWAY-SMITH COMPANY SAVINGS & INVESTMENT PL TR
401k
Assets$863K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#503
DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BROCKWAY-SMITH COMPANY PROFIT SHARING PLAN & TRUST | ESOP | $2.0M | 66 | 2024 | |
| 006 | BROCKWAY-SMITH COMPANY SAVINGS & INVESTMENT PL TR | 401k | $863K | 15 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans