Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolioTH
SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSOCIATES, INC.
EIN 58-1353898Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$21.5M assets
Welfare
0
Participants
178
3495 PIEDMONT RD NE BLDG 10 STE 700 - ATLANTA, GA 30305404-233-5453
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $21.5M assets / 178 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
SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST
401k
Assets$11.8M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSOCIATES, INC. ESOP
ESOP
Assets$9.7M
Participants113
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 | SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSSOC. INC. PROFIT SHARING 401(K) PLAN & TRUST | 401k | $11.8M | 65 | 2025 | |
| 004 | SMALLWOOD, REYNOLDS, STEWART, STEWART & ASSOCIATES, INC. ESOP | ESOP | $9.7M | 113 | 2025 |
Retirement plans