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Sponsor portfolio

SMITH BALUCH LLP

EIN 82-2069069-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
26
77 NEWBURY ST 3RD FLOOR - BOSTON, MA 02116617-947-7280
Plans on this EIN
2 filings
#001401k-$4.9M - 19 part#002CashBalance-$163K - 7 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • BALUCH LLP 401(K) (#001)97%
  • CASH BALANCE PLAN (#002)3%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BALUCH LLP 401(K) (#001)19
  • CASH BALANCE PLAN (#002)7
Total 26Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SMITH BALUCH LLP 401(K) PLAN

401k

Assets$4.9M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SMITH BALUCH, LLP CASH BALANCE PLAN

CashBalance

Assets$163K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SMITH BALUCH LLP 401(K) PLAN401k$4.9M192025
002SMITH BALUCH, LLP CASH BALANCE PLANCashBalance$163K72024
Retirement plans
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