Mindyleigh VAIL signed Smith Brothers Insurance, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith Brothers Insurance, LLC's EIN is 06-0391040.
Download the official 2024 Form 5500 (PDF) for Smith Brothers Insurance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith Brothers Insurance, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BROTHERS FINANCIAL, LLC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF Lifcycle Idx 2025 Fund | Common Collective Trusts | — | — | $2.1M | 7.3% | |
| Vanguard Group 500 Index Fund | Common Collective Trusts | — | — | $2.1M | 7.3% | |
| MassMutual SAGIC Diversified Bond I | Other securities | — | — | $1.9M | 6.5% | |
| TIAA-CREF Lifcycle Idx 2030 Fund | Common Collective Trusts | — | — | $1.7M | 5.9% | |
| Vanguard Group Equity-Income Fund | Mutual Funds | — | — | $1.7M | 5.7% | |
| MFS Growth Fund | Mutual Funds | — | — | $1.7M | 5.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.4M | 4.8% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $1.3M | 4.5% | |
| Vanguard Group Balanced Index Fund | Common Collective Trusts | — | — | $1.2M | 4.3% | |
| T.Rowe Price Dividend Growth Fund | Other securities | — | — | $1.1M | 3.9% | |
| TIAA-CREF Lifcycle Idx 2040 Fund | Common Collective Trusts | — | — | $1.1M | 3.7% | |
| TIAA-CREF Lifcycle Idx 2035 Fund | Common Collective Trusts | — | — | $1.1M | 3.7% | |
| Vanguard Group Mid Cap Index Fund | Common Collective Trusts | — | — | $913K | 3.1% | |
| TIAA-CREF Lifcycle Idx 2045 Fund | Common Collective Trusts | — | — | $881K | 3.0% | |
| Putnam Dynamic Asst All Grw Fund | Mutual Funds | — | — | $828K | 2.8% | |
| TIAA-CREF Lifcycle Idx 2050 Fund | Common Collective Trusts | — | — | $714K | 2.5% | |
| Vanguard Group Mid-Cap Val Index Fund | Common Collective Trusts | — | — | $673K | 2.3% | |
| Vanguard Group Developed Markets Index Fund | Common Collective Trusts | — | — | $584K | 2.0% | |
| John Hancock Bond Fund | Other securities | — | — | $555K | 1.9% | |
| TIAA-CREF Lifcycle Idx 2020 Fund | Common Collective Trusts | — | — | $541K | 1.9% | |
| Eaton Vance Atlanta Cap SMID-C | Other securities | — | — | $537K | 1.8% | |
| TIAA-CREF Lifcycle Idx 2060 Fund | Common Collective Trusts | — | — | $467K | 1.6% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $426K | 1.5% | |
| Vanguard Group REIT Index Fund | Common Collective Trusts | — | — | $354K | 1.2% | |
| TIAA-CREF Lifcycle Idx 2015 Fund | Common Collective Trusts | — | — | $343K | 1.2% | |
| TIAA-CREF Lifcycle Idx 2055 Fund | Common Collective Trusts | — | — | $330K | 1.1% | |
| Vanguard Group Wellesley Income Fund | Mutual Funds | — | — | $328K | 1.1% | |
| Participants Notes receivable from participants (3.25% - 9.50%) $-0- | Bonds / Notes | — | — | $310K | 1.1% | |
| Vanguard Group Intrm-Trm Bnd Index Fund | Common Collective Trusts | — | — | $283K | 1.0% | |
| Neuberger Berman Genesis Fund | Other securities | — | — | $277K | 1.0% | |
| Ivy Funds Emerging Markets Equity Fund | Other securities | — | — | $199K | 0.7% | |
| DFA US Small Cap Value I | Mutual Funds | — | — | $178K | 0.6% | |
| John Hancock Strategic Income Oppor Fund | Other securities | — | — | $173K | 0.6% | |
| Vanguard Group Total Intl Bond Index Fund | Common Collective Trusts | — | — | $74K | 0.3% | |
| Vanguard Group Intl Growth Fund | Mutual Funds | — | — | $72K | 0.2% | |
| TIAA-CREF Lifcycle Idx 2065 Fund | Common Collective Trusts | — | — | $59K | 0.2% | |
| Vanguard Group High-Yield Corp Fund | Mutual Funds | — | — | $28K | <0.1% | |
| MassMutual Government Money Market | Cash / Money Market | — | — | $4K | <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 |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC. | — | FARMINGTON, CT | THIRD PARTY ADMIN | $7K | — |
