Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
BONNER & SMITH, LLC
EIN 20-8009955Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
8
5308 114TH STREET - LUBBOCK, TX 79424806-798-1880
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 8 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
BONNER & SMITH, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$2.8M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
BONNER & SMITH, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$333K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BONNER & SMITH, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $2.8M | 4 | 2025 | |
| 003 | BONNER & SMITH, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $333K | 4 | 2025 |
Retirement plans