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Sponsor portfolio

SMITH MULLIN, PC

EIN 22-2723172-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
15
240 CLAREMONT AVENUE - MONTCLAIR, NJ 07042973-783-7607
Plans on this EIN
2 filings
#001401k-$2.7M - 11 part#002TraditionalDB-$1.6M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PLAN & TRUST (#001)62%
  • DEFINED BENEFIT PENSION (#002)38%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)11
  • DEFINED BENEFIT PENSION (#002)4
Total 15Click 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

SMITH MULLIN, PC 401K PROFIT SHARING PLAN & TRUST

401k

Assets$2.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SMITH MULLIN, PC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SMITH MULLIN, PC 401K PROFIT SHARING PLAN & TRUST401k$2.7M112024
002SMITH MULLIN, PC DEFINED BENEFIT PENSION PLANTraditionalDB$1.6M42024
Retirement plans
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