Assets by plan
Share of aggregate retirement assets
Filings through .
Smith & Stevenson Company, Inc.
EIN 56-1497886building materialsLatest filing 2025
Plans
3
Retirement
3
$15.0M assets
Health & Benefits
0
Participants
91
1815 COFFEY POINT DR - CHARLOTTE, NC 28217704-501-1432smithandstevenson.comLinkedIn11-50 employeesbuilding materials
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $15.0M assets / 91 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
SMITH & STEVENSON COMPANY, INC. 401(K) RETIREMENT PLAN
401(k)
Assets$12.4M
Participants43
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
SMITH & STEVENSON COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST
Cash balance
Assets$1.8M
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
SMITH & STEVENSON COMPANY, INC. PROFIT-SHARING PLAN AND TRUST
Profit-sharing
Assets$823K
Participants25
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SMITH & STEVENSON COMPANY, INC. 401(K) RETIREMENT PLAN | 401(k) | $12.4M | 43 | 2025 |
| #004 | SMITH & STEVENSON COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST | Cash balance | $1.8M | 23 | 2025 |
| #005 | SMITH & STEVENSON COMPANY, INC. PROFIT-SHARING PLAN AND TRUST | Profit-sharing | $823K | 25 | 2025 |
- #003 · 401(k) · 202543
- #004 · Cash balance · 202523
- #005 · Profit-sharing · 202525
Retirement plans