Chris Quates signed Smith Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith Industries, Inc.'s EIN is 27-2803061.
Download the official 2024 Form 5500 (PDF) for Smith Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith Industries, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT 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 | |||||
|---|---|---|---|---|---|---|
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $7.1M | 25.4% | |
| American Century AMERICAN CENTURY ULTRA(R) R6 | Other securities | — | — | $5.7M | 20.4% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $2.2M | 7.8% | |
| MFS INTERNATIONAL INTRINSIC VALUE R6 | Mutual Funds | — | — | $1.5M | 5.3% | |
| MFS MASSACHUSETTS INVESTORS TR R6 | Mutual Funds | — | — | $1.4M | 4.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.0M | 3.7% | |
| Dodge & Cox DODGE & COX INCOME X | Mutual Funds | — | — | $1.0M | 3.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $983K | 3.5% | |
| 9.50%; Cost = $0 | Bonds / Notes | — | — | $939K | 3.3% | |
| BlackRock EQUITY DIVIDEND K | Other securities | — | — | $899K | 3.2% | |
| Vanguard MID-CAP VALUE INDEX ADMIRALVANGU | Mutual Funds | — | — | $840K | 3.0% | |
| Fidelity INTERNATIONAL INDEX | Mutual Funds | — | — | $731K | 2.6% | |
| Franklin SMALL CAP VALUE R6 | Mutual Funds | — | — | $689K | 2.4% | |
| Janus Henderson JANUS HENDERSON ENTERPRISE N | Mutual Funds | — | — | $578K | 2.1% | |
| Invesco DISCOVERY R6 | Mutual Funds | — | — | $541K | 1.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $461K | 1.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $306K | 1.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $232K | 0.8% | |
| JP Morgan JPMORGAN GOVERNMENT BOND R6 | U.S. Treasuries | — | — | $206K | 0.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $144K | 0.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $128K | 0.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $119K | 0.4% | |
| Fidelity MID CAP INDEX | Mutual Funds | — | — | $99K | 0.4% | |
| Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $84K | 0.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $76K | 0.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $45K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $37K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $21K |
| — |
