Michael Dannemiller signed The Smithers Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Smithers Group, Inc.'s EIN is 03-0390026.
Download the official 2024 Form 5500 (PDF) for The Smithers Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Smithers Group, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST BANK | 56-1074313 | — | NONE | $86K | — |
| CBIZ CPAS P.C. | 43-1947695 |
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 Contra Fund Mutual fund (1) | Mutual Funds | — | — | $8.6M | 14.2% | |
| Northern Trust Collective S&P 500 Index Fund DC Non-Lending Common collective trust fund (1) | Common Collective Trusts | — | — | $8.5M | 14.0% | |
| NT COLLVE S&P 500 IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $8.5M | 14.0% | |
| MORNINGSTAR GRTH MAP FREEDOM GREAT GRAY TRUST COMPANY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $6.6M | 10.8% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $6.0M | 10.0% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $2.7M | 4.4% | |
| MORNINGSTAR MOD MAP FREEDOM GREAT GRAY TRUST COMPANY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $2.6M | 4.3% | |
| MFS LRG CAP VALUE FD CIT CL CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $2.3M | 3.7% | |
| MORNINGSTAR AGGR MAP FREEDOM GREAT GRAY TRUST COMPANY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $2.2M | 3.7% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.1M | 3.5% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.3% | |
| GALLIARD STABLE RETURN FUND E1 SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.9% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.0% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| FIAM CORE PLUS COM POOL CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| Great Gray TR Europacific Growth Fund Common collective trust fund (1) | Common Collective Trusts | — | — | $1.1M | 1.8% | |
| WILMINGTON TR EUROPACGTTH CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.8% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.8% | |
| Loomis Sayles Small Cap Growth Fund Mutual fund (1) | Other securities | — | — | $1.1M | 1.7% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $996K | 1.6% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $924K | 1.5% | |
| Northern Trust Collective Extended Equity Market Index Fund DC Non-Lending Common collective trust fund (1) | Common Collective Trusts | — | — | $915K | 1.5% | |
| NT COLLVE EXTND EQ MKT IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $915K | 1.5% | |
| JP Morgan Mid Cap Value Fund Mutual fund (1) | Other securities | — | — | $857K | 1.4% | |
| Northern Trust Collective All Country World Index ex-US Investable Market Index Fund DC Non-Lending Common collective trust fund (1) | Common Collective Trusts | — | — | $760K | 1.3% | |
| NT COLLVE ACWI EX-US FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $760K | 1.3% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $691K | 1.1% | |
| participant accounts -0- | Other securities | — | — | $558K | 0.9% | |
| Northern Trust Collective Aggregate Bond Index Fund Non-Lending Common collective trust fund (1) | Common Collective Trusts | — | — | $552K | 0.9% | |
| NT COLLVE AGG BOND IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $552K | 0.9% | |
| JP Morgan Core Bond Fund Mutual fund (1) | Other securities | — | — | $546K | 0.9% | |
| Delaware Small Cap Value Fund Mutual fund (1) | Other securities | — | — | $504K | 0.8% | |
| MORNINGSTAR CONS MAP FREEDOM GREAT GRAY TRUST COMPANY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $437K | 0.7% | |
| MORNINGSTAR INCOME MAP FREEDOM GREAT GRAY TRUST COMPANY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $320K | 0.5% | |
| T. ROWE PRICE RET 2065 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $246K | 0.4% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $126K | 0.2% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $624 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $15K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
