Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SMITH MANAGEMENT SERVICES LLC
EIN 20-0653584Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$270K assets
Welfare
0
Participants
11
9500 ROOSEVELT WAY NE, SUITE 300 - SEATTLE, WA 98115818-535-5003
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $270K assets / 11 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#002
SMITH MANAGEMENT SERVICES LLC 401(K) PLAN
401k
Assets$191K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SMITH MANAGEMENT SERVICES LLC 401(K) PLAN
401k
Assets$79K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SMITH MANAGEMENT SERVICES LLC 401(K) PLAN | 401k | $191K | 6 | 2025 | |
| 001 | SMITH MANAGEMENT SERVICES LLC 401(K) PLAN | 401k | $79K | 5 | 2024 |
Retirement plans