Eugenia Jenkins signed Smartstream Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smartstream Technologies, Inc.'s EIN is 13-3978983.
Download the official 2024 Form 5500 (PDF) for Smartstream Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smartstream Technologies, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $913 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $3.4M | 21.9% | |
| Fidelity Government Money Market Premium Class Fund " | Mutual Funds | — | — | $1.4M | 9.1% | |
| American Funds The Growth Fund of America Class R-4 " | Mutual Funds | — | — | $1.3M | 8.3% | |
| T.Rowe Price Retirement 2030 Advisor Class " | Other securities | — | — | $1.0M | 6.6% | |
| BlackRock Advantage Large Cap Gr Instl " | Other securities | — | — | $665K | 4.2% | |
| T. Rowe Price Retirement 2045 Fund Stock Price " | Other securities | — | — | $643K | 4.1% | |
| Invesco Global Fund Class Y " | Mutual Funds | — | — | $464K | 3.0% | |
| Alger Mid Cap Growth Fund Class Z " | Other securities | — | — | $439K | 2.8% | |
| T. Rowe Price Retirement 2050 Fund Stock Price " | Other securities | — | — | $424K | 2.7% | |
| Invesco Small Cap Growth Fund R5 Class " | Mutual Funds | — | — | $388K | 2.5% | |
| Hotchkis & Wiley Large Cap Value Fund " | Other securities | — | — | $372K | 2.4% | |
| T. Rowe Price Retirement 2035 Fund Stock Price " | Other securities | — | — | $366K | 2.3% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $350K | 2.2% | |
| American Century Small Cap Value Fund Investor Class " | Other securities | — | — | $349K | 2.2% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $342K | 2.2% | |
| PIMCO Total Return Fund Institutional Class Mutual fund | Mutual Funds | — | — | $295K | 1.9% | |
| T.Rowe Price Retirement 2040 Advisor Class " | Other securities | — | — | $290K | 1.9% | |
| BlackRock Advantage Large Cap Core Fund " | Other securities | — | — | $276K | 1.8% | |
| Fidelity Balanced Fund " | Mutual Funds | — | — | $267K | 1.7% | |
| Franklin Utilities Advisor Class Fund " | Mutual Funds | — | — | $256K | 1.6% | |
| Invesco Main Street All Cap Fund " | Mutual Funds | — | — | $242K | 1.5% | |
| MFS Total Return Class R-4 Fund " | Mutual Funds | — | — | $229K | 1.5% | |
| T. Rowe Price Retirement 2055 Fund Stock Price " | Other securities | — | — | $220K | 1.4% | |
| Goldman Sachs Mid Cap Value Fund Intitutional Class " | Other securities | — | — | $209K | 1.3% | |
| The Hartford Healthcare Fund Class R4 " | Other securities | — | — | $207K | 1.3% | |
| Thornburg International Equity R4 Fund Stock Price " | Other securities | — | — | $193K | 1.2% | |
| Pioneer High Yield Class Y Fund " | Other securities | — | — | $139K | 0.9% | |
| Davis New York Venture Fund Class Y " | Other securities | — | — | $137K | 0.9% | |
| Fidelity Total Bond Fund " | Mutual Funds | — | — | $125K | 0.8% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $122K | 0.8% | |
| Eaton Vance Large-Cap Value Fund Class I " | Other securities | — | — | $107K | 0.7% | |
| Franklin Income Fund Advisor Class " | Mutual Funds | — | — | $60K | 0.4% | |
| T. Rowe Price Retirement 2060 Advisor Class Fund " | Other securities | — | — | $53K | 0.3% | |
| Fidelity Large Cap Stock Fund " | Mutual Funds | — | — | $51K | 0.3% | |
| Allspring Absolute Return Admin Fund " | Other securities | — | — | $17K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
