Becca Boyd signed Smartbank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smartbank's EIN is 20-4091629.
Download the official 2024 Form 5500 (PDF) for Smartbank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smartbank's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE INC | 62-1291257 | — | NONE | $198K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2035 Fund K 387,695.9000 Shares of Registered Investment Co n/a | Common Stocks | — | — | $7.3M | 12.8% | |
| Vanguard 500 Index Fd #540 Adm Shs 12,260.6710 Shares of Registered Investment Co n/a | Common Collective Trusts | — | — | $6.7M | 11.6% | |
| BlackRock Lifepath Index Retirement Fund K 432,040.4530 Shares of Registered Investment Co n/a | Common Stocks | — | — | $5.9M | 10.4% | |
| BlackRock Lifepath Index 2045 Fund K 249,436.8170 Shares of Registered Investment Co n/a | Common Stocks | — | — | $5.5M | 9.7% | |
| BlackRock Lifepath Index 2040 Fund K 215,328.1970 Shares of Registered Investment Co n/a | Common Stocks | — | — | $4.4M | 7.7% | |
| Vanguard Growth Index Admiral 20,103.7230 Shares of Registered Investment Co n/a | Mutual Funds | — | — | $4.2M | 7.4% | |
| BlackRock Lifepath Index 2055 Fund K 117,789.6530 Shares of Registered Investment Co n/a | Common Stocks | — | — | $2.8M | 5.0% | |
| INVESCO STABLE VALUE TRUST CLASS A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $2.8M | 4.9% | |
| BlackRock Lifepath Index 2050 Fund K 116,566.4980 Shares of Registered Investment Co n/a | Common Stocks | — | — | $2.7M | 4.7% | |
| Vanguard Value Index Admiral #506 32,762.2130 Shares of Registered Investment Co n/a | Mutual Funds | — | — | $2.2M | 3.8% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 59,631.0330 Shares of Registered Investment Co n/a | Common Stocks | — | — | $1.2M | 2.0% | |
| Causeway International Value Instl 51,574.7900 Shares of Registered Investment Co n/a | Common Stocks | — | — | $957K | 1.7% | |
| JP Morgan Emerging Markets Equity R6 30,383.7880 Shares of Registered Investment Co n/a | Common Stocks | — | — | $919K | 1.6% | |
| SmartBank Participant Loans 907,266.5800 Interest Rate 4.25% - 9.50% n/a | Bonds / Notes | — | — | $907K | 1.6% | |
| Conestoga Small Cap Inst'l 10,868.9350 Shares of Registered Investment Co n/a | Common Stocks | — | — | $864K | 1.5% | |
| BlackRock LifePath Index 2060 Fund K 30,347.8430 Shares of Registered Investment Co n/a | Common Stocks | — | — | $655K | 1.1% | |
| Nationwide WCM Focused Small Cap R6 19,179.9820 Shares of Registered Investment Co n/a | Common Stocks | — | — | $597K | 1.0% | |
| Metropolitan West Intermediate Bond I 56,504.1560 Shares of Registered Investment Co n/a | Common Stocks | — | — | $525K | 0.9% | |
| JP Morgan Core Bond R6 49,607.0760 Shares of Registered Investment Co n/a | Common Stocks | — | — | $502K | 0.9% | |
| Fidelity Real Estate Index Fund 28,097.9130 Shares of Registered Investment Co n/a | Common Collective Trusts | — | — | $453K | 0.8% | |
| Blackrock Strategic Income Opps K 35,813.8200 Shares of Registered Investment Co n/a | Common Stocks | — | — | $340K | 0.6% | |
| BlackRock LifePath Index 2065 Fund K 12,608.7100 Shares of Registered Investment Co n/a | Common Stocks | — | — | $191K | 0.3% | |
| Vanguard Inflation-Protected Sec Fd Admiral 8,224.0690 Shares of Registered Investment Co n/a | Mutual Funds | — | — | $185K | 0.3% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
