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  2. LAW OFFICE OF KATHERINE E. SMITH PC
Sponsor portfolio

LAW OFFICE OF KATHERINE E. SMITH PC

EIN 99-0838715-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$299K assets
Welfare
0
Participants
16
233 BROADWAY STE 1800 - NEW YORK, NY 10279347-470-3707
Plans on this EIN
2 filings
#001401k-$232K - 8 part#003ProfitSharing-$67K - 8 part

Retirement portfolio analytics

2 plans aggregated / $299K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • SMITH PC 401(K) (#001)77%
  • PROFIT SHARING PLAN (#003)23%
Total $299KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SMITH PC 401(K) (#001)8
  • PROFIT SHARING PLAN (#003)8
Total 16Click 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

LAW OFFICE OF KATHERINE E. SMITH PC 401(K) PLAN

401k

Assets$232K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KATHERINE ELIZABETH SMITH PROFIT SHARING PLAN

ProfitSharing

Assets$67K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAW OFFICE OF KATHERINE E. SMITH PC 401(K) PLAN401k$232K82025
003KATHERINE ELIZABETH SMITH PROFIT SHARING PLANProfitSharing$67K82025
Retirement plans
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