Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PLANSMITH CORPORATION
EIN 36-2852830computer softwareLatest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
82
1827 WALDEN OFFICE SQUARE, SUITE 350 - SCHAUMBURG, IL 60173847-359-4045plansmith.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 82 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
PLANSMITH CORPORATION 401(K)
401k
Assets$5.4M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.5M
Participants42
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 | PLANSMITH CORPORATION 401(K) | 401k | $5.4M | 40 | 2025 | |
| 001 | THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.5M | 42 | 2025 |
Retirement plans