JONI Weiss signed Smartsheet Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smartsheet Inc.'s EIN is 20-2954357.
Download the official 2024 Form 5500 (PDF) for Smartsheet Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smartsheet 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 | $216K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $64K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $49.4M | 18.0% | |
| Fidelity Freedom 2055 Index Mutual Fund | Mutual Funds | — | — | $43.4M | 15.8% | |
| Fidelity Freedom 2050 Index Mutual Fund | Mutual Funds | — | — | $33.4M | 12.2% | |
| Fidelity Freedom 2060 Index Mutual Fund | Mutual Funds | — | — | $26.7M | 9.8% | |
| Fidelity Freedom 2045 Index Mutual Fund | Mutual Funds | — | — | $21.6M | 7.9% | |
| JP Morgan Large Cap Growth Mutual Fund | Other securities | — | — | $19.0M | 6.9% | |
| Fidelity Freedom 2040 Index Mutual Fund | Mutual Funds | — | — | $13.1M | 4.8% | |
| Fidelity Freedom 2035 Index Mutual Fund | Mutual Funds | — | — | $9.7M | 3.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $6.1M | 2.2% | |
| Voya Intermediate Bond Mutual Fund | Other securities | — | — | $4.9M | 1.8% | |
| American Funds New World Mutual Fund | Mutual Funds | — | — | $4.1M | 1.5% | |
| Fidelity Freedom 2065 Index Mutual Fund | Mutual Funds | — | — | $4.0M | 1.4% | |
| Fidelity Freedom 2030 Index Mutual Fund | Mutual Funds | — | — | $3.9M | 1.4% | |
| Janus Henderson Global Equity Income Mutual Fund | Mutual Funds | — | — | $3.7M | 1.3% | |
| MFS Mid Cap Growth Mutual Fund | Mutual Funds | — | — | $3.3M | 1.2% | |
| Fidelity Government Money Market Mutual Fund | Mutual Funds | — | — | $3.2M | 1.2% | |
| Dodge & Cox Stock Mutual Fund | Mutual Funds | — | — | $3.1M | 1.1% | |
| Allspring Special Mid Cap Value Mutual Fund | Other securities | — | — | $2.4M | 0.9% | |
| Fidelity International Growth Mutual Fund | Mutual Funds | — | — | $2.2M | 0.8% | |
| Participant loans Interest rates of 4.25% - 9.50% - 0 - | Bonds / Notes | — | — | $2.0M | 0.7% | |
| Fidelity Freedom 2025 Index Mutual Fund | Mutual Funds | — | — | $1.6M | 0.6% | |
| DFA International Small Company Mutual Fund | Mutual Funds | — | — | $1.4M | 0.5% | |
| Lord Abbett High Yield Mutual Fund | Mutual Funds | — | — | $1.4M | 0.5% | |
| Federated Hermes MDT Small Cap Growth Mutual Fund | Other securities | — | — | $1.3M | 0.5% | |
| Allspring Special Small Cap Value Mutual Fund | Other securities | — | — | $1.1M | 0.4% | |
| Fidelity Inflation Protected Bond Index Mutual Fund | Mutual Funds | — | — | $791K | 0.3% | |
| Fidelity Freedom 2020 Index Mutual Fund | Mutual Funds | — | — | $700K | 0.3% | |
| Morgan Stanley Global Stars Mutual Fund | Other securities | — | — | $475K | 0.2% | |
| Fidelity Freedom Index Income Mutual Fund | Mutual Funds | — | — | $370K | 0.1% | |
| Fidelity Freedom 2070 Index Mutual Fund | Mutual Funds | — | — | $218K | <0.1% | |
| Fidelity Freedom 2015 Index Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Freedom 2010 Index Mutual Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
