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Sponsor portfolio

GREG SMITH ENTERPRISES, INC.

EIN 48-1227733-transportation/trucking/railroad-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
29
2540 S. 88TH ST. - KANSAS CITY, KS 66111877-631-1254LinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#002CashBalance-$826K - 12 part#001401k-$571K - 17 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CASH BALANCE PENSION (#002)59%
  • INC. RETIREMENT PLAN (#001)41%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)17
  • CASH BALANCE PENSION (#002)12
Total 29Click 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#002

GREG SMITH ENTERPRISES CASH BALANCE PENSION PLAN

CashBalance

Assets$826K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

GREG SMITH ENTERPRISES, INC. RETIREMENT PLAN

401k

Assets$571K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GREG SMITH ENTERPRISES CASH BALANCE PENSION PLANCashBalance$826K122024
001GREG SMITH ENTERPRISES, INC. RETIREMENT PLAN401k$571K172024
Retirement plans
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