Assets by plan
Share of aggregate retirement assets
Filings through .
David R. Smith, P.C.
EIN 43-1838493Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$3.4M assets
Health & Benefits
1
Participants
8
4310 MADISON AVE., SUITE 100 - KANSAS CITY, MO 64111816-679-3958
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 / $3.4M assets / 5 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
DAVID R. SMITH, P.C. DEFINED BENEFIT PLAN
Traditional DB
Assets$2.6M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
DAVID R. SMITH, P.C. 401(K) PROFIT SHARING PLAN
401(k)
Assets$740K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
DAVID R. SMITH, P.C. DEFINED 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 | DAVID R. SMITH, P.C. DEFINED BENEFIT PLAN | Traditional DB | $2.6M | 3 | 2025 |
| #002 | DAVID R. SMITH, P.C. 401(K) PROFIT SHARING PLAN | 401(k) | $740K | 2 | 2025 |
- #001 · Traditional DB · 20253
- #002 · 401(k) · 20252
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | DAVID R. SMITH, P.C. DEFINED BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans