Sponsor portfolio
CHARLES P. SMITH
EIN 42-1165692Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
Participants
14
3801 DOUGLAS AVENUE - DES MOINES, IA 50310515-274-3678
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARLES P. SMITH PROFIT SHARING PLAN
ProfitSharing
Assets$3.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
CHARLES P. SMITH PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARLES P. SMITH PROFIT SHARING PLAN | ProfitSharing | $3.0M | 7 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | CHARLES P. SMITH PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans