Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SMITH & STEVENSON COMPANY, INC.
EIN 56-1497886building materialsLatest filing 2025
Plans
3
Retirement
3
$15.0M assets
Welfare
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 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 & STEVENSON COMPANY, INC. 401(K) RETIREMENT PLAN
401k
Assets$12.4M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
SMITH & STEVENSON COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.8M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
SMITH & STEVENSON COMPANY, INC. PROFIT-SHARING PLAN AND TRUST
ProfitSharing
Assets$823K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SMITH & STEVENSON COMPANY, INC. 401(K) RETIREMENT PLAN | 401k | $12.4M | 43 | 2025 | |
| 004 | SMITH & STEVENSON COMPANY, INC. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.8M | 23 | 2025 | |
| 005 | SMITH & STEVENSON COMPANY, INC. PROFIT-SHARING PLAN AND TRUST | ProfitSharing | $823K | 25 | 2025 |
Retirement plans