Lindsey de Jesus signed SMS Holdings Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMS Holdings Corp.'s EIN is 26-0050650.
Download the official 2024 Form 5500 (PDF) for SMS Holdings Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMS Holdings Corp.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $97K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $1.0M | 12.1% | |
| BLK LP INDEX 2030 FUND INST | Registered Investment Companies | — | — | $973K | 11.4% | |
| BLK LP INDEX RET FUND - INST | Registered Investment Companies | — | — | $841K | 9.8% | |
| BLK LP INDEX 2050 FUND - INST | Registered Investment Companies | — | — | $818K | 9.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $621K | 7.3% | |
| BLK LP INDEX 2040 FUND - INST | Registered Investment Companies | — | — | $571K | 6.7% | |
| MFS CORE EQUITY R6 | Registered Investment Companies | — | — | $452K | 5.3% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $432K | 5.0% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $422K | 4.9% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $418K | 4.9% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $348K | 4.1% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $338K | 3.9% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $284K | 3.3% | |
| BLK MID CAP GR EQTY PRT - INST | Registered Investment Companies | — | — | $263K | 3.1% | |
| TRANSAMERICA BOND I | Registered Investment Companies | — | — | $206K | 2.4% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $119K | 1.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $102K | 1.2% | |
| LDA INFLATION FOCUSED R6 | Registered Investment Companies | — | — | $71K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $26K |
| — |
