Lorri Newman signed Smith Packett Med-COM, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith Packett Med-COM, LLC's EIN is 02-0546607.
Download the official 2024 Form 5500 (PDF) for Smith Packett Med-COM, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith Packett Med-COM, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $317K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $801K | 12.5% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $776K | 12.1% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $683K | 10.6% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $675K | 10.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $648K | 10.1% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $352K | 5.5% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $350K | 5.4% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $298K | 4.6% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $276K | 4.3% | |
| INVESTMENTS LINCOLN STABLE VALUE SEP ACCT | OTHER | — | — | $259K | 4.0% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $244K | 3.8% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $241K | 3.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $178K | 2.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $149K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $123K | 1.9% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $86K | 1.3% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $50K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $10K | 0.1% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $9K | 0.1% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
