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Sponsor portfolio

SMITH & LOVELESS, INC.

EIN 48-0924021-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$31.3M assets
Welfare
1
$473K premiums
Participants
507
14040 SANTA FE TRAIL DRIVE - LENEXA, KS 66215913-888-5201smithandloveless.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#003401k-$30.0M - 238 part#004401k-$1.3M - 55 part#501Mixed-$473K - 214 lives

Retirement portfolio analytics

2 plans aggregated / $31.3M assets / 293 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PLAN AND TRUST (#003)96%
  • FOR HOURLY-PAID EMPLOYEES (#004)4%
Total $31.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • NATIONWIDE96%
  • (Not disclosed)4%
Total $31.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)238
  • FOR HOURLY-PAID EMPLOYEES (#004)55
Total 293Click row to drill in

Benefits portfolio analytics

1 plan / $473K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$370K
  • Other$103K
  • Life$99K
  • Long-term disability$99K
Total $473K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • GREAT MIDWEST INSURANCE COMPANY78%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY22%
Total $473K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $6K1 slice

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 & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST

401k

Assets$30.0M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY-PAID EMPLOYEES

401k

Assets$1.3M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SMITH & LOVELESS, INC. EMPLOYEE HEALTH CARE PLAN

Mixed - GREAT MIDWEST INSURANCE COMPANY

Premiums$473K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST401k$30.0M2382025
004SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY-PAID EMPLOYEES401k$1.3M552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SMITH & LOVELESS, INC. EMPLOYEE HEALTH CARE PLANMixedGREAT MIDWEST INSURANCE COMPANY$473K2142025
Retirement plans
Welfare plans
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