Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$2.0M
Filings through .
Top hat
Brockway-Smith Company
EIN 04-1123740Wholesale TradeLatest filing 2024
Plans
3
Retirement
2
$2.9M assets
Health & Benefits
1
Participants
81
100 BRICKSTONE SQUARE, SUITE 206 - ANDOVER, MA 018101492978-475-7100
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $2.9M assets / 81 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
BROCKWAY-SMITH COMPANY PROFIT SHARING PLAN & TRUST
ESOP
Assets$2.0M
Participants66
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
BROCKWAY-SMITH COMPANY SAVINGS & INVESTMENT PL TR
401(k)
Assets$863K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
DENTAL PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| 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 | 401(k) | $863K | 15 | 2024 |
- #003 · ESOP · 202466
- #006 · 401(k) · 202415
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | DENTAL PLAN | Self-funded | - | $0 | 0 | 2024 |
- #503 · Self-funded · 20240
Retirement plans
Health & Benefits plans