Assets by plan
Share of aggregate retirement assets
- CO. 401K Savings (#002)$14.1M
Filings through .
S.M. Wilson & Co.
EIN 37-0699952constructionLatest filing 2025
Plans
2
Retirement
2
$65.8M assets
Health & Benefits
0
Participants
343
2185 HAMPTON AVENUE, PO BOX 5210 - SAINT LOUIS, MO 631392904314-645-9595smwilson.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $65.8M assets / 343 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$51.7M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
S.M. WILSON & CO. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$51.7M
Participants212
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
S.M. WILSON & CO. 401K SAVINGS PLAN
401(k)
Assets$14.1M
Participants131
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | S.M. WILSON & CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $51.7M | 212 | 2025 |
| #002 | S.M. WILSON & CO. 401K SAVINGS PLAN | 401(k) | $14.1M | 131 | 2024 |
- #003 · ESOP · 2025212
- #002 · 401(k) · 2024131
Retirement plans