Sponsor portfolio
WM SMITH & CO.
EIN 84-1204416Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$47K assets
Welfare
0
Participants
2
5700 S. ASPEN CT. - GREENWOOD VILLAGE, CO 80121303-514-8444
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WM SMITH & CO. 401(K) PLAN | 401k | $47K | 2 | 2025 |
Retirement plans