Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SMP STRATEGIES
EIN 85-0525273Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$534K assets
Welfare
0
Participants
4
2392 LANDINGS CIRCLE - BRANDENTON, FL 34209937-416-0139
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $534K assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMP STRATEGIES DEFINED BENEFIT PLAN
CashBalance
Assets$521K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SMP STRATEGIES DEFINED CONTRIBUTION PLAN
401k
Assets$13K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMP STRATEGIES DEFINED BENEFIT PLAN | CashBalance | $521K | 2 | 2024 | |
| 002 | SMP STRATEGIES DEFINED CONTRIBUTION PLAN | 401k | $13K | 2 | 2024 |
Retirement plans