AJAY Patel signed SMA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMA, Inc.'s EIN is 33-0080929.
Download the official 2024 Form 5500 (PDF) for SMA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS | 47-5476782 | — | NONE | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $8.3M | 26.0% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $4.9M | 15.5% | |
| Victory Capital Established Value Fund | Other securities | — | — | $2.8M | 8.7% | |
| MFS Mass Cap Growth Stk Fund R6 | Mutual Funds | — | — | $2.1M | 6.5% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.0% | |
| Capital Group|American Funds Retirement Target Date 2020 | Mutual Funds | — | — | $1.4M | 4.5% | |
| WILMGT TR CIT PIONEER BOND TRUST WILMINGTON TRUST, N.A. · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $1.4M | 4.4% | |
| INVESCO INTL GROWTH EQUITY TRUST INVESCO TRUST COMPANY · EIN 32-6065438 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.3% | |
| Capital Group|American Funds Retirement Target Date 2030 | Mutual Funds | — | — | $1.4M | 4.3% | |
| Capital Group|American Funds Retirement Target Date 2040 | Mutual Funds | — | — | $772K | 2.4% | |
| Blackrock High Yield Bond Fund | Other securities | — | — | $660K | 2.1% | |
| Fidelity International Index | Mutual Funds | — | — | $551K | 1.7% | |
| JPMorgan Value Advantage Fund | Other securities | — | — | $531K | 1.7% | |
| Capital Group|American Funds Retirement Target Date 2025 | Mutual Funds | — | — | $489K | 1.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $480K | 1.5% | |
| Victory Capital Small Company Opportunities Fund | Common Stocks | — | — | $444K | 1.4% | |
| Capital Group|American Funds Retirement Target Date 2035 | Mutual Funds | — | — | $360K | 1.1% | |
| PIMCO Intl Bond USD Hdgd 12 | Mutual Funds | — | — | $286K | 0.9% | |
| MFS Mass Inv Growth Stk Fund R6 | Mutual Funds | — | — | $275K | 0.9% | |
| Capital Group|American Funds New World Fund | Mutual Funds | — | — | $266K | 0.8% | |
| Principal Small Cap Growth R6 | Other securities | — | — | $255K | 0.8% | |
| Capital Group|American Funds Retirement Target Date 2010 | Mutual Funds | — | — | $240K | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $234K | 0.7% | |
| Capital Group|American Funds Retirement Target Date 2050 | Mutual Funds | — | — | $177K | 0.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $162K | 0.5% | |
| WILMGT TR CIT LARGE CAP VALUE FD WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $135K | 0.4% | |
| Capital Group|American Funds Retirement Target Date 2060 | Mutual Funds | — | — | $120K | 0.4% | |
| Capital Group|American Funds Retirement Target Date 2015 | Mutual Funds | — | — | $69K | 0.2% | |
| JPMorgan Income R6 | Other securities | — | — | $63K | 0.2% | |
| Capital Group|American Funds Retirement Target Date 2055 | Mutual Funds | — | — | $52K | 0.2% | |
| American Cent Real Estate R6 | Mutual Funds | — | — | $16K | <0.1% | |
| Capital Group|American Funds Retirement Target Date 2045 | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
