Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GILLAM & SMITH, L.L.P.
EIN 04-3789914law practiceLatest filing 2024
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
25
303 S. WASHINGTON AVENUE - MARSHALL, TX 75670903-934-8450gillamsmithlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 25 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
GILLAM & SMITH, L.L.P. 401(K) PLAN
401k
Assets$4.2M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GILLAM & SMITH, L.L.P. CASH BALANCE PLAN
CashBalance
Assets$3.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GILLAM & SMITH, L.L.P. 401(K) PLAN | 401k | $4.2M | 14 | 2024 | |
| 002 | GILLAM & SMITH, L.L.P. CASH BALANCE PLAN | CashBalance | $3.5M | 11 | 2024 |
Retirement plans