Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SMITH COMPANIES OF LEXINGTON, INC.
EIN 56-1216607building materialsLatest filing 2025
Plans
2
Retirement
2
$12.3M assets
Welfare
0
Participants
172
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.3M assets / 172 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SMITH COMPANIES OF LEXINGTON, INC. RETIREMENT SAVINGS PLAN
401k
Assets$7.3M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SMITH COMPANIES OF LEXINGTON, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.0M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SMITH COMPANIES OF LEXINGTON, INC. RETIREMENT SAVINGS PLAN | 401k | $7.3M | 108 | 2025 | |
| 002 | SMITH COMPANIES OF LEXINGTON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.0M | 64 | 2025 |
Retirement plans