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Filings through Oct 24, 2026.

Sponsor portfolio

Smith & Associates

EIN 35-2211928-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
8
26200 TOWN CENTER DR STE 250 - NOVI, MI 483751244248-349-4540
Plans on this EIN
1 filing
#001401(k)-$1.0M - 8 part

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Retirement#001

SMITH & ASSOCIATES PROFIT SHARING PLAN

401(k)

Assets$1.0M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SMITH & ASSOCIATES PROFIT SHARING PLAN401(k)$1.0M82025
Retirement plans
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