Libby Bardwell signed Smartcomms, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smartcomms, LLC's EIN is 20-1682838.
Download the official 2024 Form 5500 (PDF) for Smartcomms, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smartcomms, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Fund R6 | Mutual Funds | — | — | $2.5M | 15.0% | |
| American Funds 2050 Target Date Fund R6 | Mutual Funds | — | — | $2.4M | 14.7% | |
| American Funds 2030 Target Date Fund R6 | Mutual Funds | — | — | $2.3M | 14.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.2M | 13.7% | |
| American Funds 2035 Target Date Fund R6 | Mutual Funds | — | — | $1.9M | 11.8% | |
| American Funds 2045 Target Date Fund R6 | Mutual Funds | — | — | $745K | 4.6% | |
| JPMorgan Large Cap Growth R6 Fund | Other securities | — | — | $643K | 3.9% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $475K | 2.9% | |
| American Funds New Perspective R6 Fund | Mutual Funds | — | — | $381K | 2.3% | |
| American Funds 2055 Target Date Fund R6 | Mutual Funds | — | — | $375K | 2.3% | |
| MFS New Discovery R6 Fund | Mutual Funds | — | — | $272K | 1.7% | |
| Participants Notes receivable from participants with interest rates ranging from 4.16% to 10.50% due through 2029. | Bonds / Notes | — | — | $203K | 1.2% | |
| American Funds Smallcap World R6 Fund | Mutual Funds | — | — | $178K | 1.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $175K | 1.1% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Fund | Mutual Funds | — | — | $163K | 1.0% | |
| American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $155K | 1.0% | |
| MFS Mid Cap Growth R6 Fund | Mutual Funds | — | — | $153K | 0.9% | |
| American Funds Washington Mutual R6 Fund | Mutual Funds | — | — | $148K | 0.9% | |
| Victory Sycamore Established Value R6 Fund | Other securities | — | — | $136K | 0.8% | |
| American Funds 2025 Target Date Fund R6 | Mutual Funds | — | — | $130K | 0.8% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $129K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $112K | 0.7% | |
| American Funds 2060 Target Date Fund R6 | Mutual Funds | — | — | $97K | 0.6% | |
| GREAT GRAY EUROPACIFIC GROWTH TR R1 GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $92K | 0.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $74K | 0.5% | |
| Pimco Income Instl Fund | Mutual Funds | — | — | $52K | 0.3% | |
| American Funds 2065 Target Date Fund R6 | Mutual Funds | — | — | $29K | 0.2% | |
| American Funds International GR & Inc R6 Fund | Mutual Funds | — | — | $17K | 0.1% | |
| American Funds American Mutual R6 Fund | Mutual Funds | — | — | $7K | <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 |
|---|---|---|---|---|---|
| SUTTON FROST CARY LLP | — | ARLINGTON, TX | OTHER | $748 | — |
