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Sponsor portfolio

SMJ, INC.

EIN 90-0677786-Information-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
14
1401 BURTON VALLEY RD - NASHVILLE, TN 37215317-710-4044
Plans on this EIN
2 filings
#001401k-$911K - 8 part#002CashBalance-$677K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • SECURITY PLAN-SMJ, INC. (#001)57%
  • CASH BALANCE PENSION (#002)43%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SECURITY PLAN-SMJ, INC. (#001)8
  • CASH BALANCE PENSION (#002)6
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT INCOME SECURITY PLAN-SMJ, INC.

401k

Assets$911K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SMJ, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$677K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT INCOME SECURITY PLAN-SMJ, INC.401k$911K82025
002SMJ, INC. CASH BALANCE PENSION PLANCashBalance$677K62024
Retirement plans
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