Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
S.M. WILSON & CO.
EIN 37-0699952constructionLatest filing 2024
Plans
2
Retirement
2
$45.8M assets
Welfare
0
Participants
350
2185 HAMPTON AVENUE - SAINT LOUIS, MO 631392904314-645-9595smwilson.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $45.8M assets / 350 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
69%top
- (Not disclosed)69%
- AMERICAN UNITED LIFE INSURANCE CO31%
Participants 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#003
S.M. WILSON & CO. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$31.7M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
S.M. WILSON & CO. 401K SAVINGS PLAN
401k
Assets$14.1M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | S.M. WILSON & CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $31.7M | 219 | 2024 | |
| 002 | S.M. WILSON & CO. 401K SAVINGS PLAN | 401k | $14.1M | 131 | 2024 |
Retirement plans