Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SMITH & BOUCHER, INC.
EIN 43-1127208designLatest filing 2025
Plans
2
Retirement
2
$15.1M assets
Welfare
0
Participants
143
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.1M assets / 143 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#003
SMITH & BOUCHER, INC. 401K PROFIT SHARING PLAN
401k
Assets$11.7M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.4M
Participants88
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 | SMITH & BOUCHER, INC. 401K PROFIT SHARING PLAN | 401k | $11.7M | 55 | 2025 | |
| 001 | SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.4M | 88 | 2025 |
Retirement plans