Sponsor portfolio
BERT SMITH & CO., INC.
EIN 52-1094722accountingLatest filing 2025
Plans
1
Retirement
1
$10.6M assets
Welfare
0
Participants
51
1090 VERMONT AVE. NW, SUITE 250 - WASHINGTON, DC 20005202-393-8670bertsmithco.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERT SMITH, INC 401(K) PLAN | 401k | $10.6M | 51 | 2025 |
Retirement plans