Sponsor portfolio
S.M INSURANCE & FINANCIAL GROUP
EIN 84-2721506Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$67K assets
Welfare
0
Participants
6
3410 WINCHESTER RANCH TRAIL - KATY, TX 77493321-442-1760
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 | |
|---|---|---|---|---|---|---|
| 001 | S.M INSURANCE & TAX SERVICES 401K PLAN | 401k | $67K | 6 | 2024 |
Retirement plans