Smugglers' Notch Management Company Ltd.'s EIN is 03-0284345.
Download the official 2024 Form 5500 (PDF) for Smugglers' Notch Management Company Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smugglers' Notch Management Company Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $465 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JHancock Bond R6 200,177.000 shares | Other securities | — | $200K | $2.7M | 29.4% | |
| Standard Stable Asset D 42,930.000 units | Other securities | — | $43K | $1.4M | 15.5% | |
| Fidelity 500 Index Fund 6,024.000 shares | Common Collective Trusts | — | $6K | $1.2M | 13.5% | |
| Fidelity Inter Index Fund 23,091.000 shares | Common Collective Trusts | — | $23K | $1.1M | 12.0% | |
| Putnam Large Cap Value R6 18,227.000 shares | Mutual Funds | — | $18K | $629K | 6.9% | |
| Fidelity Large Cap Growth Index 15,957.000 shares | Mutual Funds | — | $16K | $625K | 6.8% | |
| Fidelity Adv Balanced Fd CL Z 18,629.000 shares | Mutual Funds | — | $19K | $550K | 6.0% | |
| Fidelity Small Cap Index Fd 12,936.000 shares | Mutual Funds | — | $13K | $358K | 3.9% | |
| Fidelity Mid Cap Value Index 8,533.000 shares | Mutual Funds | — | $9K | $232K | 2.5% | |
| Fidelity Mid Cap Growth Index 6,236.000 shares | Mutual Funds | — | $6K | $205K | 2.2% | |
| Participant loans 3.25% - 8.5% - | Bonds / Notes | — | — | $104K | 1.1% | |
| Vanguard Mid Cap Index Admiral 28.000 shares | Mutual Funds | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
