Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAM P. SMITH, D.O. LLC
EIN 20-3159273Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
15
4915 BASELINE ROAD, SUITE 102 - GILBERT, AZ 85234480-646-8600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 15 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
SMITH DERMATOLOGY PENSION PLAN
CashBalance
Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SMITH DERMATOLOGY 401(K) PROFIT SHARING PLAN
401k
Assets$651K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMITH DERMATOLOGY PENSION PLAN | CashBalance | $1.2M | 7 | 2025 | |
| 002 | SMITH DERMATOLOGY 401(K) PROFIT SHARING PLAN | 401k | $651K | 8 | 2025 |
Retirement plans