Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $920K assets / 36 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
Profit-sharing
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | L.C. SMITH, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $524K | 17 | 2025 |
| #001 | L. C. SMITH, INC. PROFIT SHARING PLAN | Profit-sharing | $242K | 10 | 2025 |
| #002 | L.C. SMITH, INC. 401(K) PLAN | 401(k) | $154K | 9 | 2025 |