Assets by plan
Share of aggregate retirement assets
Filings through .
S.H. Smith & Company, Incorporated
EIN 43-1214721Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$5.4M assets
Health & Benefits
1
Participants
100
901 VINE STREET - POPLAR BLUFF, MO 63901573-785-9621
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $5.4M assets / 100 participants
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#001
S. H. SMITH & COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP TRUST
ESOP
Assets$3.7M
Participants51
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
S. H. SMITH & COMPANY INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.7M
Participants49
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SH SMITH & CO., INC MCF BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | S. H. SMITH & COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP TRUST | ESOP | $3.7M | 51 | 2025 |
| #002 | S. H. SMITH & COMPANY INC. 401(K) PROFIT SHARING PLAN | 401(k) | $1.7M | 49 | 2025 |
- #001 · ESOP · 202551
- #002 · 401(k) · 202549
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SH SMITH & CO., INC MCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans