Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
R.E. SMITH INTERESTS, INC.
EIN 74-2142457management consultingLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
64
1900 WEST LOOP SOUTH, SUITE 1050 - HOUSTON, TX 770273207713-622-8611LinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 64 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#001
R.E. SMITH AND VIVIAN L. SMITH EMPLOYEES RETIREMENT FUND
TraditionalDB
Assets$3.1M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
R. E. SMITH INTERESTS, INC. SAVINGS PLAN
401k
Assets$2.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | R.E. SMITH AND VIVIAN L. SMITH EMPLOYEES RETIREMENT FUND | TraditionalDB | $3.1M | 58 | 2025 | |
| 002 | R. E. SMITH INTERESTS, INC. SAVINGS PLAN | 401k | $2.8M | 6 | 2025 |
Retirement plans