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Sponsor portfolio

SCEPANIAK & LEDEBOER, PLLC

EIN 99-3183956-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
32
25 S. FOUBERG ST. - ABERDEEN, SD 57401605-725-1500
Plans on this EIN
2 filings
#001401k-$2.0M - 18 part#002CashBalance-$627K - 14 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PLAN & TRUST (#001)76%
  • PLAN & TRUST (#002)24%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)18
  • PLAN & TRUST (#002)14
Total 32Click 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

SMILE SOLUTIONS RETIREMENT PLAN & TRUST

401k

Assets$2.0M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SMILE SOLUTIONS CASH BALANCE PLAN & TRUST

CashBalance

Assets$627K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SMILE SOLUTIONS RETIREMENT PLAN & TRUST401k$2.0M182025
002SMILE SOLUTIONS CASH BALANCE PLAN & TRUSTCashBalance$627K142024
Retirement plans
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