Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
SMITH, HEMMESCH, BURKE & KACSZYNSKI
EIN 36-2232406legal servicesLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 16 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#001
SMITH, HEMMESCH, BURKE & KACZYNSKI 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SHB&K CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMITH, HEMMESCH, BURKE & KACZYNSKI 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.5M | 8 | 2025 | |
| 004 | SHB&K CASH BALANCE PLAN & TRUST | CashBalance | $1.7M | 8 | 2025 |
Retirement plans