AMY D Nuckols signed Strategic Management Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Strategic Management Solutions, LLC's EIN is 26-1423043.
Download the official 2024 Form 5500 (PDF) for Strategic Management Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Strategic Management Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $34K | — |
| ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMINISTRATO | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK LT BL 2025 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 018 | Common Collective Trust | — | — | $5.3M | 20.9% | |
| Fidelity 500 Index Fd | Mutual Funds | — | — | $3.0M | 11.8% | |
| JOHN HANCOCK LT BL 2030 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 019 | Common Collective Trust | — | — | $2.5M | 9.6% | |
| JOHN HANCOCK LT BL 2020 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 017 | Common Collective Trust | — | — | $2.1M | 8.1% | |
| JOHN HANCOCK LT BL 2035 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 020 | Common Collective Trust | — | — | $1.6M | 6.3% | |
| JOHN HANCOCK LT BL 2050 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 023 | Common Collective Trust | — | — | $1.5M | 5.8% | |
| Janus Henderson Janus Hdrsn GloTech&Inn N | Mutual Funds | — | — | $1.2M | 4.6% | |
| JOHN HANCOCK LT BL 2045 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 022 | Common Collective Trust | — | — | $1.1M | 4.1% | |
| JOHN HANCOCK LT BL 2055 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 024 | Common Collective Trust | — | — | $805K | 3.2% | |
| JOHN HANCOCK LT BL 2040 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 021 | Common Collective Trust | — | — | $785K | 3.1% | |
| American Funds American Funds Nw Prspctv R6 | Mutual Funds | — | — | $782K | 3.1% | |
| Fully Benefit-Responsive Investment Contract * John Hancock JH Stable Value Guaranteed Income | Stable Value | — | — | $675K | 2.6% | |
| JOHN HANCOCK LT BL 2015 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 016 | Common Collective Trust | — | — | $671K | 2.6% | |
| JOHN HANCOCK LT BL 2060 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 025 | Common Collective Trust | — | — | $522K | 2.0% | |
| Black Rock BlkRck Hlth Sci Opport Prt K | Other securities | — | — | $433K | 1.7% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $346K | 1.4% | |
| Vanguard Vangrd Small-Cap Index Fnd Adm | Mutual Funds | — | — | $309K | 1.2% | |
| Vanguard Vangrd Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $251K | 1.0% | |
| JOHN HANCOCK LT BL 2065 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 026 | Common Collective Trust | — | — | $251K | 1.0% | |
| Vanguard Vangrd Financials Index Fd Adm | Mutual Funds | — | — | $234K | 0.9% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $190K | 0.7% | |
| Franklin Utilities Franklin Utilities Fund R6 | Mutual Funds | — | — | $154K | 0.6% | |
| Victory Sycamore Victory Sycmr Est Vl Fd R6 | Other securities | — | — | $139K | 0.5% | |
| Dimensional Fund Advisors DFA US Targeted Vl Port Ins | Mutual Funds | — | — | $103K | 0.4% | |
| American Funds American Funds Cap Inc Bld R6 | Mutual Funds | — | — | $86K | 0.3% | |
| JOHN HANCOCK LT BL 2010 TR R4 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 015 | Common Collective Trust | — | — | $82K | 0.3% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $75K | 0.3% | |
| PGIM Total Return Bond Fund R6 | Other securities | — | — | $73K | 0.3% | |
| Lord Abbett Lord Abbett Dev Growth Fund R6 | Mutual Funds | — | — | $69K | 0.3% | |
| Dimensional Fund Advisors DFA Real Estate Secs Port Ins | Mutual Funds | — | — | $64K | 0.2% | |
| Invesco Inv Gold & Spec Min Fd R6 | Mutual Funds | — | — | $49K | 0.2% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $48K | 0.2% | |
| Dimensional Fund Advisors DFA Infl-Prot Sec Port Ins | Mutual Funds | — | — | $39K | 0.2% | |
| Alliance Bernstein AB Global Bond Fund Z | Other securities | — | — | $36K | 0.1% | |
| American Funds American Funds Am Balanced R6 | Mutual Funds | — | — | $28K | 0.1% | |
| Eaton Vance Eaton Vance-Atl Cp SMIDCp F R6 | Other securities | — | — | $9K | <0.1% | |
| VOYA LARGE CAP GROWTH FUND 8 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / 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.
| 26-4311657 |
| — |
| INVESTMENT ADVISOR |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | FUND PROVIDER | $0 | — |
