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Sponsor portfolio

SHALES MCNUTT LLC DBA SMC CONSTRUCTION SERVICES

EIN 36-4483664-Construction-Latest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
17
425 RENNER DRIVE - ELGIN, IL 60123847-989-7468
Plans on this EIN
2 filings
#001401k-$2.0M - 9 part#002CashBalance-$1.1M - 8 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CONSTRUCTION RETIREMENT PLAN (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSTRUCTION RETIREMENT PLAN (#001)9
  • CASH BALANCE PLAN (#002)8
Total 17Click 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

SMC CONSTRUCTION RETIREMENT PLAN

401k

Assets$2.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SMC CONSTRUCTION CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SMC CONSTRUCTION RETIREMENT PLAN401k$2.0M92024
002SMC CONSTRUCTION CASH BALANCE PLANCashBalance$1.1M82024
Retirement plans
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