Charles Smelser signed Search Discovery Services LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Search Discovery Services LLC's EIN is 20-2057743.
Download the official 2022 Form 5500 (PDF) for Search Discovery Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Search Discovery Services 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.6M | 96.3% | |
| [Assets held in participant loans] | Other | — | — | $164K | 1.5% | |
| [Assets held in common collective trust] | Other | — | — | $128K | 1.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $128K | 1.2% |
