Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SMITH & COLEMAN, PLLC
EIN 27-1517702Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
13
612 SW D AVE. - LAWTON, OK 73501580-248-7525
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 13 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
SMITH & COLEMAN, PLLC CASH BALANCE PLAN
CashBalance
Assets$970K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SMITH & COLEMAN, PLLC 401(K) PROFIT SHARING PLAN
401k
Assets$296K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SMITH & COLEMAN, PLLC CASH BALANCE PLAN | CashBalance | $970K | 4 | 2024 | |
| 001 | SMITH & COLEMAN, PLLC 401(K) PROFIT SHARING PLAN | 401k | $296K | 9 | 2024 |
Retirement plans