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  2. Smalley & Company
  • Retirement analytics
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Filings through Oct 24, 2026.

Smalley & Company

EIN 84-0576872-building materials-Latest filing 2025
Plans
3
Retirement
2
$6.8M assets
Health & Benefits
1
$79K premiums
Participants
211
861 SOUTH JASON STREET - DENVER, CO 80223303-777-3435LinkedIn51-200 employeesbuilding materials
Plans on this EIN
3 filings
#003ESOP-$6.7M - 211 part#004401(k)-$35K - 0 part#501Mixed-$79K - 263 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $6.8M assets / 211 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#003)$6.7M
  • COMPANY 401(K) Savings (#004)$35K
Total $6.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)211
Total 211Select a row to open it

Benefits portfolio analytics

1 plan / $79K premiums / 263 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$79K
  • Short-term disability$79K
  • Long-term disability$79K
  • Other$79K
Total $79K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

SMALLEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$6.7M
Participants211
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

SMALLEY & COMPANY 401(K) SAVINGS PLAN

401(k)

Assets$35K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SMALLEY & COMPANY WELFARE BENEFITS WRAP PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$79K
Covered lives263
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003SMALLEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$6.7M2112025
#004SMALLEY & COMPANY 401(K) SAVINGS PLAN401(k)$35K02024
  • SMALLEY & COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST$6.7M
    #003 · ESOP · 2025211
  • SMALLEY & COMPANY 401(K) SAVINGS PLAN$35K
    #004 · 401(k) · 20240

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SMALLEY & COMPANY WELFARE BENEFITS WRAP PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$79K2632024
  • SMALLEY & COMPANY WELFARE BENEFITS WRAP PLAN$79K
    #501 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2024263
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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