Monica Poole signed SM Holding Group, Inc. d/b/a Shumate Mechanical LL's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SM Holding Group, Inc. d/b/a Shumate Mechanical LL's EIN is 20-1816844.
Download the official 2024 Form 5500 (PDF) for SM Holding Group, Inc. d/b/a Shumate Mechanical LL from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SM Holding Group, Inc. d/b/a Shumate Mechanical LL'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ( a ) Identity of Issue Description Cost Current Value MFS Lifetime 2045 Fund Class R3 a | Mutual Funds | — | — | $2.1M | 11.4% | |
| MFS Lifetime 2040 Fund Class R3 a | Mutual Funds | — | — | $2.1M | 11.4% | |
| MFS Lifetime 2030 Fund Class R3 a | Mutual Funds | — | — | $2.1M | 11.3% | |
| MFS Lifetime 2035 Fund Class R3 a | Mutual Funds | — | — | $2.1M | 11.3% | |
| MFS Lifetime 2025 Fund Class R3 a | Mutual Funds | — | — | $1.9M | 10.0% | |
| IS S&P 500 Index Fund A | Common Collective Trusts | — | — | $1.2M | 6.5% | |
| American Century American Century Growth Fund Class A | Other securities | — | — | $763K | 4.1% | |
| MFS Lifetime Income Fund Class R3 a | Mutual Funds | — | — | $760K | 4.0% | |
| Blackrock Health Science Ops A | Other securities | — | — | $675K | 3.6% | |
| Fidelity Advisors FID Government MMKT DM a | Mutual Funds | — | — | $672K | 3.6% | |
| Nationwide Geneva Small Cap A | Other securities | — | — | $446K | 2.4% | |
| Fidelity Advisors FA Balanced Fund Class A | Mutual Funds | — | — | $426K | 2.3% | |
| MFS Lifetime 2050 Fund Class R3 a | Mutual Funds | — | — | $376K | 2.0% | |
| JP Morgan MFS International Diversification Fund R3 a | Mutual Funds | — | — | $332K | 1.8% | |
| MFS Lifetime 2055 Fund Class R3 a | Mutual Funds | — | — | $313K | 1.7% | |
| JP Morgan Columbia Dividend Income Fund Class A | Other securities | — | — | $302K | 1.6% | |
| Fidelity Advisors Columbia Mid Cap Index Fund A | Common Collective Trusts | — | — | $276K | 1.5% | |
| MFS Mid Cap Value Return Fund 3 a | Mutual Funds | — | — | $271K | 1.4% | |
| MFS Lifetime 2060 Fund Class R3 a | Mutual Funds | — | — | $257K | 1.4% | |
| Fidelity Advisors Columbia Small Cap Index Fund A | Common Collective Trusts | — | — | $251K | 1.3% | |
| Columbia FA STRAT Income A | Other securities | — | — | $212K | 1.1% | |
| Participant Loans Notes receivable from participants with an interest rate of 7.00% a | Bonds / Notes | — | — | $211K | 1.1% | |
| Fidelity Advisors FA Capital and Income Fund a | Mutual Funds | — | — | $205K | 1.1% | |
| Victory Pioneer Bond Fund Class A | Other securities | — | — | $124K | 0.7% | |
| MGL Mid Cap Growth A | Other securities | — | — | $120K | 0.6% | |
| Columbia FA Small CAP VAL A | Other securities | — | — | $107K | 0.6% | |
| Fidelity Advisors PIF Real Estate Securities Return Fund 3 a | Mutual Funds | — | — | $59K | 0.3% | |
| MFS Lifetime 2065 Fund Class R3 a | Mutual Funds | — | — | $14K | <0.1% | |
| American Century American Century Government Bond Fund Class A | U.S. Treasuries | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
