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  2. Smith & Loveless, Inc.
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Filings through Oct 24, 2026.

Smith & Loveless, Inc.

EIN 48-0924021-mechanical or industrial engineering-Latest filing 2025
Plans
4
Retirement
3
$32.5M assets
Health & Benefits
1
$473K premiums
Participants
563
14040 SANTA FE TRAIL DRIVE - LENEXA, KS 66215913-888-5201smithandloveless.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
4 filings
#003401(k)-$30.0M - 238 part#004401(k)-$1.3M - 55 part#002401(k)-$1.2M - 56 part#501Mixed-$473K - 214 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $32.5M assets / 349 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#003)$30.0M
  • FOR HOURLY-PAID EMPLOYEES (#004)$1.3M
  • FOR HOURLY-PAID EMPLOYEES (#002)$1.2M
Total $32.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • NATIONWIDE$31.2M
  • (Not disclosed)$1.3M
Total $32.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)238
  • FOR HOURLY-PAID EMPLOYEES (#002)56
  • FOR HOURLY-PAID EMPLOYEES (#004)55
Total 349Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST

401(k)

Assets$30.0M
Participants238
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

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

401(k)

Assets$1.3M
Participants55
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

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

401(k)

Assets$1.2M
Participants56
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SMITH & LOVELESS, INC. EMPLOYEE HEALTH CARE PLAN

Mixed - GREAT MIDWEST INSURANCE COMPANY

Premiums$473K
Covered lives214
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST401(k)$30.0M2382025
#004SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY-PAID EMPLOYEES401(k)$1.3M552024
#002SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY-PAID EMPLOYEES401(k)$1.2M562025
  • SMITH & LOVELESS, INC. PROFIT SHARING PLAN AND TRUST$30.0M
    #003 · 401(k) · 2025238
  • SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY-PAID EMPLOYEES$1.3M
    #004 · 401(k) · 202455
  • SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY-PAID EMPLOYEES$1.2M
    #002 · 401(k) · 202556

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SMITH & LOVELESS, INC. EMPLOYEE HEALTH CARE PLANMixedGREAT MIDWEST INSURANCE COMPANY$473K2142025
  • SMITH & LOVELESS, INC. EMPLOYEE HEALTH CARE PLAN$473K
    #501 · Mixed · GREAT MIDWEST INSURANCE COMPANY · 2025214
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
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  5. Health & Benefits plans
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