Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
SMALLEY & COMPANY
EIN 84-0576872building materialsLatest filing 2024
Plans
3
Retirement
2
$17.0M assets
Welfare
1
$79K premiums
Participants
211
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $17.0M assets / 211 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $79K premiums / 263 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$79K
- Short-term disability$79K
- Long-term disability$79K
- Other$79K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SMALLEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$16.9M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SMALLEY & COMPANY 401(K) SAVINGS PLAN
401k
Assets$35K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMALLEY & COMPANY WELFARE BENEFITS WRAP PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$79K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SMALLEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $16.9M | 211 | 2024 | |
| 004 | SMALLEY & COMPANY 401(K) SAVINGS PLAN | 401k | $35K | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMALLEY & COMPANY WELFARE BENEFITS WRAP PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $79K | 263 | 2024 |
Retirement plans
Welfare plans