PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ST. MICHAEL'S INC.
Sponsor portfolio

ST. MICHAEL'S INC.

EIN 20-5146971-management consulting-Latest filing 2024
Plans
2
Retirement
2
$15.0M assets
Welfare
0
Participants
361
13580 GROUPE, SUITE 201 - WOODBRIDGE, VA 22192703-463-9463stmichaelsinc.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$10.8M - 169 part#002ESOP-$4.2M - 192 part

Retirement portfolio analytics

2 plans aggregated / $15.0M assets / 361 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN & TRUST (#001)72%
  • EMPLOYEE STOCK OWNERSHIP (#002)28%
Total $15.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY72%
  • (Not disclosed)28%
Total $15.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)192
  • PLAN & TRUST (#001)169
Total 361Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ST. MICHAEL'S, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$10.8M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ST. MICHAEL'S INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$4.2M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ST. MICHAEL'S, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$10.8M1692024
002ST. MICHAEL'S INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$4.2M1922024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica