Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$1.9M
Filings through .
2 plans aggregated / $2.9M assets / 14 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SMILE COLUMBIA RETIREMENT PLAN & TRUST | 401(k) | $1.9M | 8 | 2025 |
| #002 | SMILE COLUMBIA CASH BALANCE PLAN | Cash balance | $955K | 6 | 2025 |