Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
S.H. SMITH & COMPANY, INCORPORATED
EIN 43-1214721Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$5.4M assets
Welfare
1
Participants
100
901 VINE STREET - POPLAR BLUFF, MO 63901573-785-9621
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 100 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#001
S. H. SMITH & COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP TRUST
ESOP
Assets$3.7M
Participants51
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
S. H. SMITH & COMPANY INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#502
SH SMITH & CO., INC MCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| 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 | 401k | $1.7M | 49 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SH SMITH & CO., INC MCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans