Corey Macdonald signed SMRT, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMRT, Inc.'s EIN is 01-0384169.
Download the official 2024 Form 5500 (PDF) for SMRT, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMRT, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | 31-1509466 | — | ADVISOR | $32K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 Fund | Mutual Funds | — | — | $4.9M | 15.5% | |
| Fidelity Advisor Freedom 2040 Fund | Mutual Funds | — | — | $3.1M | 10.0% | |
| Fidelity Advisor Freedom 2030 Fund | Mutual Funds | — | — | $3.0M | 9.6% | |
| Fidelity Advisor Freedom 2050 Fund | Mutual Funds | — | — | $2.8M | 9.0% | |
| Fidelity Advisor Freedom 2045 Fund | Mutual Funds | — | — | $2.1M | 6.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 6.2% | |
| Fidelity Advisor New Insights Fund Z | Mutual Funds | — | — | $1.5M | 4.9% | |
| Fidelity Advisor Freedom 2055 Fund | Mutual Funds | — | — | $1.4M | 4.4% | |
| BlackRock Equity Dividend Fund | Other securities | — | — | $1.1M | 3.5% | |
| JP Morgan US Equity Fund R6 | Other securities | — | — | $1.0M | 3.2% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $697K | 2.2% | |
| Fidelity Advisor Freedom 2025 Fund | Mutual Funds | — | — | $665K | 2.1% | |
| Fidelity Large Cap Index Fund | Common Collective Trusts | — | — | $567K | 1.8% | |
| JP Morgan Small Cap Equity Fund R5 | Other securities | — | — | $556K | 1.8% | |
| Victory Trivalent International Small Cap Fund | Other securities | — | — | $550K | 1.7% | |
| International Equity Fund R1 | Other securities | — | — | $522K | 1.7% | |
| Fidelity Advisor Freedom 2060 Fund | Mutual Funds | — | — | $517K | 1.6% | |
| Pimco Total Return INST Fund | Mutual Funds | — | — | $487K | 1.5% | |
| Victory Sycamore Small Company Opportunity Fund | Common Stocks | — | — | $477K | 1.5% | |
| Fidelity Advisor Freedom 2020 Fund | Mutual Funds | — | — | $466K | 1.5% | |
| MassMutual Select Mid Cap Growth Fund | Other securities | — | — | $448K | 1.4% | |
| Franklin Small Cap Growth Fund R6 | Mutual Funds | — | — | $436K | 1.4% | |
| JP Morgan Global Bond Opportunity Fund R6 | Other securities | — | — | $428K | 1.4% | |
| Fidelity Advisor Freedom 2065 Fund | Mutual Funds | — | — | $261K | 0.8% | |
| Fidelity Advisor Government Income Fund | Mutual Funds | — | — | $213K | 0.7% | |
| Fidelity Advisor Energy Fund | Mutual Funds | — | — | $199K | 0.6% | |
| Nuveen Real Estate Securities Fund R6 | Mutual Funds | — | — | $192K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $163K | 0.5% | |
| Notes receivable from participants | Other securities | — | — | $146K | 0.5% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $128K | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $123K | 0.4% | |
| Fidelity Advisor Freedom 2010 Fund | Mutual Funds | — | — | $62K | 0.2% | |
| FA STABLE VALUE I FIDELITY INVESTMENTS · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $58K | 0.2% | |
| Fidelity Advisor Freedom 2015 Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $17K | <0.1% | |
| AF Inflation Linked Bond R6 | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOWNEAST PENSION SERVICES INC | 15-0395735 | — | TPA | $7K | — |
