Shalea Johnson signed Smartlinx Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smartlinx Solutions, LLC's EIN is 11-3575059.
Download the official 2024 Form 5500 (PDF) for Smartlinx Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smartlinx Solutions, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INNOVATIVE INVESTMENT FIDUCIARIES | 45-3764090 | — | ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Shares * Fidelity 500 Index N/R | Common Collective Trusts | — | — | $1.4M | 13.3% | |
| T. Rowe Price T. Rowe Price Retirement 2050 N/R | Other securities | — | — | $1.2M | 12.0% | |
| T. Rowe Price T. Rowe Price Retirement 2040 N/R | Other securities | — | — | $1.1M | 10.6% | |
| T. Rowe Price T. Rowe Price Retirement 2045 N/R | Other securities | — | — | $1.0M | 10.1% | |
| T. Rowe Price T. Rowe Price Retirement 2035 N/R | Other securities | — | — | $983K | 9.6% | |
| T. Rowe Price T. Rowe Price Retirement 2030 N/R | Other securities | — | — | $661K | 6.4% | |
| T. Rowe Price T. Rowe Price Retirement 2055 N/R | Other securities | — | — | $602K | 5.9% | |
| Fidelity Blue Chip Growth K6 N/R | Mutual Funds | — | — | $558K | 5.4% | |
| T. Rowe Price T. Rowe Price Retirement 2060 N/R | Other securities | — | — | $431K | 4.2% | |
| R6 T. Rowe Price T. Rowe Price Retirement 2025 N/R | Other securities | — | — | $322K | 3.1% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $287K | 2.8% | |
| Fidelity International Index N/R | Mutual Funds | — | — | $175K | 1.7% | |
| Janus Henderson Janus Henderson GLB Technology N/R | Mutual Funds | — | — | $172K | 1.7% | |
| Innovation JP Morgan JP Morgan Mid Cap Growth N/R | Other securities | — | — | $129K | 1.3% | |
| Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $111K | 1.1% | |
| INVS MS Small Cap R6 N/R | Other securities | — | — | $106K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2065 N/R | Other securities | — | — | $106K | 1.0% | |
| Hartford Dividend & Growth R6 N/R | Other securities | — | — | $105K | 1.0% | |
| MFS Mid Cap Value R6 N/R | Mutual Funds | — | — | $69K | 0.7% | |
| JP Morgan JP Morgan Core Plus Bond N/R | Other securities | — | — | $67K | 0.7% | |
| T. Rowe Price T. Rowe Price High Yield I N/R | Other securities | — | — | $65K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2020 N/R | Other securities | — | — | $37K | 0.4% | |
| Fidelity Emerging Mkts K N/R | Mutual Funds | — | — | $33K | 0.3% | |
| Fidelity Government Income Fund N/R | Mutual Funds | — | — | $31K | 0.3% | |
| Growth R6 Cohen & Steers Cohen & Steers Institutional Realty N/R | Other securities | — | — | $25K | 0.2% | |
| PGIM Jennison International N/R | Other securities | — | — | $22K | 0.2% | |
| Fidelity Natural Resources N/R | Mutual Funds | — | — | $22K | 0.2% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $19K | 0.2% | |
| Fund Mutal Funds American Beacon American Beacon Small Cap Value N/R | Other securities | — | — | $11K | 0.1% | |
| R5 American Century American Century Small Cap N/R | Other securities | — | — | $7K | <0.1% | |
| Fidelity Inflation PR Bond Index N/R | Mutual Funds | — | — | $5K | <0.1% | |
| Opportunities R6 Transamerica International Equity N/R | Other securities | — | — | $5K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
