Melinda Deitz signed Senior Management Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Senior Management Services, LLC's EIN is 26-3988687.
Download the official 2024 Form 5500 (PDF) for Senior Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Senior Management Services, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIAD ADVISORS, INC. | — | NORCROSS, GA | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CALLAN GLIDEPATH 2035 MO GREAT GRAY TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $1.3M | 12.7% | |
| CALLAN GLIDEPATH 2045 MO GREAT GRAY TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $981K | 9.3% | |
| DIRECTIONS 4 - MODERATELY AGGRESSIV HAND BENEFITS & TRUST · EIN 74-2008758 / PN 244 | Common Collective Trust | — | — | $789K | 7.5% | |
| CALLAN GLIDEPATH 2025 MO GREAT GRAY TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $707K | 6.7% | |
| CALLAN GLIDEPATH 2030 MO GREAT GRAY TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $649K | 6.2% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | Other securities | — | — | $600K | 5.7% | |
| CALLAN GLIDEPATH 2040 MO GREAT GRAY TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $469K | 4.5% | |
| CALLAN GLIDEPATH 2055 MO GREAT GRAY TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $389K | 3.7% | |
| DIRECTIONS 1 - CONSERVATIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 241 | Common Collective Trust | — | — | $379K | 3.6% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $372K | 3.5% | |
| CALLAN GLIDEPATH 2050 MO GREAT GRAY TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $323K | 3.1% | |
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $322K | 3.1% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $321K | 3.1% | |
| CALLAN GLIDEPATH 2060 MO GREAT GRAY TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $309K | 2.9% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $266K | 2.5% | |
| DIRECTIONS 3 - MODERATE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 243 | Common Collective Trust | — | — | $262K | 2.5% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | Other securities | — | — | $258K | 2.5% | |
| CALLAN GLIDEPATH 2020 MO GREAT GRAY TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $250K | 2.4% | |
| TCW MetWest Total Return Bond Plan TCW 0 | Other securities | — | — | $240K | 2.3% | |
| DIRECTIONS 5 - AGGRESSIVE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 245 | Common Collective Trust | — | — | $220K | 2.1% | |
| Vanguard Windsor II Adm Vanguard 0 | Mutual Funds | — | — | $188K | 1.8% | |
| CALLAN GLIDEPATH 2065 MO GREAT GRAY TRUST · EIN 38-4116834 / PN 508 | Common Collective Trust | — | — | $180K | 1.7% | |
| DIRECTIONS 2 - MODERATELY CONSERVAT HAND BENEFITS & TRUST · EIN 74-2008758 / PN 242 | Common Collective Trust | — | — | $149K | 1.4% | |
| CALLAN GLIDEPATH 2015 MO GREAT GRAY TRUST · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $126K | 1.2% | |
| Contribution Account MG Trust Company 0 540 Various Rates and Maturities Participant's Loan Account 0 | Common Stocks | — | — | $120K | 1.1% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $107K | 1.0% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $89K | 0.8% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $70K | 0.7% | |
| Allspring Emerging Markets Equity R6 Allspring 0 | Other securities | — | — | $41K | 0.4% | |
| CALLAN GLIDEPATH RET INC MO GREAT GRAY TRUST · EIN 26-0257765 / PN 100 | Common Collective Trust | — | — | $5K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
