Assets by plan
Share of aggregate retirement assets
- S&ME, INC. 401(K) (#001)$124.5M
Filings through .
S&ME, Inc.
EIN 56-0791580civil engineeringLatest filing 2025
Plans
3
Retirement
2
$226.8M assets
Health & Benefits
1
$1.3M premiums
Participants
3,722
3201 SPRING FOREST ROAD - RALEIGH, NC 27616919-863-6243smeinc.comLinkedIn1001-5000 employeescivil engineering
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $226.8M assets / 2,719 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 1,039 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Life$999K
- Short-term disability$999K
- Long-term disability$999K
- Vision$85K
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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#001
S&ME, INC. 401(K) PLAN
401(k)
Assets$124.5M
Participants1,507
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
S&ME, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$102.3M
Participants1,212
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
S&ME, INC. GROUP BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives1,039
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | S&ME, INC. 401(K) PLAN | 401(k) | $124.5M | 1,507 | 2025 |
| #002 | S&ME, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $102.3M | 1,212 | 2025 |
- S&ME, INC. 401(K) PLAN$124.5M#001 · 401(k) · 20251,507
- #002 · ESOP · 20251,212
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | S&ME, INC. GROUP BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.3M | 1,039 | 2025 |
- #502 · Mixed · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20251,039
Retirement plans
Health & Benefits plans