Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ISABEL FRANCIS SMITH, LTD.
EIN 38-2358564Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
14
56757 GRAND RIVER AVE - NEW HUDSON, MI 48165248-932-9329
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 14 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#005
ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ISABEL FRANCIS SMITH, LTD. PROFIT SHARING TRUST
401k
Assets$2.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | ISABEL FRANCIS SMITH, LTD. CASH BALANCE PLAN | CashBalance | $2.3M | 7 | 2025 | |
| 004 | ISABEL FRANCIS SMITH, LTD. PROFIT SHARING TRUST | 401k | $2.0M | 7 | 2025 |
Retirement plans