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  2. Smith Schafer & Associates, Ltd.

Filings through Oct 24, 2026.

Smith Schafer & Associates, Ltd.

EIN 41-1489071-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$36.3M assets
Health & Benefits
0
Participants
149
7500 HIGHWAY 55, SUITE 350 - MINNEAPOLIS, MN 55427952-920-1455
Plans on this EIN
1 filing
#001401(k)-$36.3M - 149 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SMITH SCHAFER AND ASSOCIATES, LTD. 401(K) PLAN AND TRUST

401(k)

Assets$36.3M
Participants149
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SMITH SCHAFER AND ASSOCIATES, LTD. 401(K) PLAN AND TRUST401(k)$36.3M1492025
  • SMITH SCHAFER AND ASSOCIATES, LTD. 401(K) PLAN AND TRUST$36.3M
    #001 · 401(k) · 2025149
Retirement plans
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