Kelly Cleveland signed SBM Management Services, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SBM Management Services, LP's EIN is 26-1375586.
Download the official 2024 Form 5500 (PDF) for SBM Management Services, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SBM Management Services, LP'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $153K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds AF Target Date Retirement Fund 2030 R6 | Mutual Funds | — | — | $14.6M | 28.4% | |
| American Funds AF Target Date Retirement Fund 2050 | Mutual Funds | — | — | $12.9M | 25.1% | |
| American Funds AF Target Date Retirement Fund 2040 R6 | Mutual Funds | — | — | $10.8M | 21.1% | |
| Vanguard 500 Inex Fund Adm | Mutual Funds | — | — | $3.4M | 6.6% | |
| Vanguard US Growth Fund Adm | Mutual Funds | — | — | $2.4M | 4.7% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $1.5M | 2.8% | |
| American Funds AF Target Date Retirement Fund 2060 R6 | Mutual Funds | — | — | $1.2M | 2.4% | |
| Fund * Fidelity Investments Institutional Managed Income Portfolio CL 1 | Common Collective Trusts | — | — | $1.1M | 2.2% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $1.1M | 2.1% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $1.1M | 2.1% | |
| Vanguard Equity-income Fund Adm | Mutual Funds | — | — | $472K | 0.9% | |
| Vanguard Intermediate-Term Bond Index Fund Adm | Common Collective Trusts | — | — | $442K | 0.9% | |
| Vanguard International Growth Fund Adm | Mutual Funds | — | — | $341K | 0.7% | |
| Money Market Fund * Fidelity Investments Institutional Government Money Market | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
