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Sponsor portfolio

SMITH CURRIE OLES LLP

EIN 58-0954951-Latest filing 2025
Plans
3
Retirement
2
$92.2M assets
Welfare
1
$1.2M premiums
Participants
382
2700 MARQUIS ONE TOWER, 245 PEACHTREE CENTER AVE NE - ATLANTA, GA 30303404-521-3800
Plans on this EIN
3 filings
#003401k-$82.2M - 120 part#004401k-$10.0M - 82 part#501Fully Insured-$1.2M - 180 lives

Retirement portfolio analytics

2 plans aggregated / $92.2M assets / 202 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • SAVINGS INCENTIVE PLAN (#003)89%
  • LLP ASSOCIATES 401(K) (#004)11%
Total $92.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS INCENTIVE PLAN (#003)120
  • LLP ASSOCIATES 401(K) (#004)82
Total 202Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$829K
  • Prescription drug$829K
  • Dental$345K
  • Vision$345K
  • Life$345K
  • Long-term disability$345K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY71%
  • PRINCIPAL LIFE INSURANCE COMPANY29%
  • AFLAC0%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • STERLING SEACREST PRITCHARD, INC.94%
  • GARRY L JOHNSON & ASSOCIATES INC6%
  • DANIEL E ZECKMAN0%
  • RODNEY A MCCLURE0%
  • JOHN P KOWN II0%
  • +3 more
Total $103K8 slices

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 CURRIE & OLES LLP SAVINGS INCENTIVE PLAN

401k

Assets$82.2M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SMITH, CURRIE & OLES LLP ASSOCIATES 401(K) PLAN

401k

Assets$10.0M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCH BENEFIT PLAN WRAP

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SMITH CURRIE & OLES LLP SAVINGS INCENTIVE PLAN401k$82.2M1202024
004SMITH, CURRIE & OLES LLP ASSOCIATES 401(K) PLAN401k$10.0M822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCH BENEFIT PLAN WRAPFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M1802025
Retirement plans
Welfare plans
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