Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALVIN J. SMITH, JR.
EIN 72-0809576Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
21
4400 BANCROFT DRIVE - NEW ORLEANS, LA 70122504-283-1234
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 21 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#002
ALVIN J. SMITH JR. DEFINED BENEFIT PLAN
TraditionalDB
Assets$529K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ALVIN J. SMITH, JR. PROFIT SHARING PLAN
ProfitSharing
Assets$528K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALVIN J. SMITH JR. DEFINED BENEFIT PLAN | TraditionalDB | $529K | 14 | 2024 | |
| 003 | ALVIN J. SMITH, JR. PROFIT SHARING PLAN | ProfitSharing | $528K | 7 | 2025 |
Retirement plans