Smith College's EIN is 04-1843040.
Download the official 2024 Form 5500 (PDF) for Smith College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith College's plan includes a 403(b) annuity, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVST INSTITUTIONAL OPP CO | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | SERVICE PROVIDER | $11K |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MP P.C. | 77-7000777 | — | SERVICE PROVIDER | $11K | — |
| PARADISE COPIES LLC | 04-3058359 | — | SERVICE PROVIDER | $10K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | SERVICE PROVIDER | $10K | — |
| GLOBAL RETIREMENT PARTNERS | 99-1240115 | — | SERVICE PROVIDER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP SEPARATE ACCOUNT D ING LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $284.5M | 45.2% | |
| CREF Stock R2 | Mutual Funds | — | — | $88.2M | 14.0% | |
| * TIAA Traditional Non Benefit Responsive | Guaranteed Income / GIC | — | — | $77.3M | 12.3% | |
| Trowe Price Retirement 2030 - I Class | Mutual Funds | — | — | $42.0M | 6.7% | |
| Trowe Price Retirement 2025 - I Class | Mutual Funds | — | — | $38.7M | 6.2% | |
| Trowe Price Retirement 2035 - I Class | Mutual Funds | — | — | $30.1M | 4.8% | |
| Trowe Price Retirement 2040 - I Class | Mutual Funds | — | — | $24.6M | 3.9% | |
| Trowe Price Retirement 2045 - I Class | Mutual Funds | — | — | $22.2M | 3.5% | |
| Schwab Total Stock Market Index Fund | Common Collective Trusts | — | — | $21.7M | 3.5% | |
| Trowe Price Retirement 2020 - I Class | Mutual Funds | — | — | $21.6M | 3.4% | |
| CREF Growth R2 | Mutual Funds | — | — | $19.2M | 3.1% | |
| TIAA Traditional Benefit Responsive | Mutual Funds | — | — | $17.9M | 2.8% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $15.8M | 2.5% | |
| Trowe Price Retirement 2050 - I Class | Mutual Funds | — | — | $13.7M | 2.2% | |
| Registered Investment Companies Variable Annuity Contracts * CREF Social Choice R2 | Mutual Funds | — | — | $12.7M | 2.0% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $12.0M | 1.9% | |
| VOYA Fixed Plus Account III | Other securities | — | — | $10.7M | 1.7% | |
| Trowe Price Retirement 2015 - I Class | Mutual Funds | — | — | $10.5M | 1.7% | |
| Fidelity Worldwide ** 531 * Fidelity 500 Index | Common Collective Trusts | — | — | $8.1M | 1.3% | |
| Trowe Price Retirement 2055 - I Class | Mutual Funds | — | — | $6.6M | 1.0% | |
| Vanguard Total Bond Market Index Fund Adm | Common Collective Trusts | — | — | $6.3M | 1.0% | |
| * TIAA Real Estate | Pooled Separate Accounts | — | — | $6.2M | 1.0% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $6.1M | 1.0% | |
| JPMorgan LgCp Grw Fnd R6 | Other securities | — | — | $5.7M | 0.9% | |
| Trowe Price Retirement 2010 - I Class | Mutual Funds | — | — | $5.2M | 0.8% | |
| Fidelity Growth Company | Mutual Funds | — | — | $4.9M | 0.8% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $4.7M | 0.7% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.5M | 0.7% | |
| Fidelity Contrafund | Mutual Funds | — | — | $4.5M | 0.7% | |
| Schwab Small Cap Index | Mutual Funds | — | — | $4.3M | 0.7% | |
| Gabelli U.S Treasury Mkt Fund | Other securities | — | — | $4.2M | 0.7% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $3.9M | 0.6% | |
| Trowe Price Retirement 2060 - I Class | Mutual Funds | — | — | $3.9M | 0.6% | |
| CREF Money Market R2 | Mutual Funds | — | — | $3.3M | 0.5% | |
| Trowe Price Retirement 2005 - I Class | Mutual Funds | — | — | $3.3M | 0.5% | |
| iShares MSCI EAFE Index Fund K | Common Collective Trusts | — | — | $2.9M | 0.5% | |
| Fidelity Magellan | Mutual Funds | — | — | $2.8M | 0.4% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $2.5M | 0.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $2.3M | 0.4% | |
| MFS Mid Cap Growth Fund R6 | Mutual Funds | — | — | $2.3M | 0.4% | |
| Janus Henderson Overseas Fund | Mutual Funds | — | — | $2.1M | 0.3% | |
| Putnam Large Cap Value Fund Cl R6 | Mutual Funds | — | — | $2.0M | 0.3% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $1.9M | 0.3% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $1.9M | 0.3% | |
| Black Rock Inflation Protected Bond Fund | Other securities | — | — | $1.7M | 0.3% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.7M | 0.3% | |
| American Century Ultra | Other securities | — | — | $1.6M | 0.3% | |
| Fidelity Low Priced Stock | Mutual Funds | — | — | $1.6M | 0.3% | |
| Fidelity Emerging Markets Fund K | Mutual Funds | — | — | $1.4M | 0.2% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $1.4M | 0.2% |
