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  2. LEE SULLIVAN SHEA & SMITH LLP
Sponsor portfolio

LEE SULLIVAN SHEA & SMITH LLP

EIN 47-2637935-law practice-Latest filing 2025
Plans
2
Retirement
2
$11.7M assets
Welfare
0
Participants
44
656 W. RANDOLPH ST., FLOOR 5W - CHICAGO, IL 60661312-754-9602ls3ip.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$9.0M - 23 part#002CashBalance-$2.8M - 21 part

Retirement portfolio analytics

2 plans aggregated / $11.7M assets / 44 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • SMITH LLP 401(K) (#001)77%
  • CASH BALANCE PLAN (#002)23%
Total $11.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SMITH LLP 401(K) (#001)23
  • CASH BALANCE PLAN (#002)21
Total 44Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEE SULLIVAN SHEA & SMITH LLP 401(K) PLAN

401k

Assets$9.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

LEE SULLIVAN SHEA & SMITH LLP CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEE SULLIVAN SHEA & SMITH LLP 401(K) PLAN401k$9.0M232025
002LEE SULLIVAN SHEA & SMITH LLP CASH BALANCE PLANCashBalance$2.8M212025
Retirement plans
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