Renuka Narayana signed Smart IMS' 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smart IMS' EIN is 22-3337602.
Download the official 2025 Form 5500 (PDF) for Smart IMS from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Smart IMS' 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 |
|---|---|---|---|---|---|
| ADP, LLC | 13-3036745 | — | RECORD KEEPER | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $85K | 15.3% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $65K | 11.8% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $39K | 7.1% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $39K | 7.0% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $35K | 6.3% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $32K | 5.7% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $31K | 5.7% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $31K | 5.7% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $24K | 4.4% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $24K | 4.2% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $19K | 3.5% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $18K | 3.2% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $15K | 2.6% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $14K | 2.5% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $13K | 2.4% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $11K | 2.0% | |
| JPMORGAN US SMALL COMPANY A | Registered Investment Companies | — | — | $9K | 1.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $9K | 1.6% | |
| VIRTUS EMERGING MKTS OPP - A | Registered Investment Companies | — | — | $7K | 1.3% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $5K | 1.0% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $4K | 0.8% | |
| FEDERATED INTL LEADERS - A | Registered Investment Companies | — | — | $4K | 0.7% | |
| DELAWARE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $4K | 0.7% | |
| DWS REAL EST SEC A | Registered Investment Companies | — | — | $4K | 0.6% | |
| JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $3K | 0.5% | |
| STATE US INFL PROT DB IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $3K | 0.5% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $2K | 0.4% | |
| PIONEER BOND FUND - A | Registered Investment Companies | — | — | $2K | 0.4% | |
| TROWE PRICE RET 2005 - R | Registered Investment Companies | — | — | $1K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $1K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
