Anita Smith signed Smith Mechanical's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith Mechanical's EIN is 33-1007374.
Download the official 2024 Form 5500 (PDF) for Smith Mechanical from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith Mechanical'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 | $39K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.2M | 97.4% | |
| Mass Mutual Life Insurance Company IndexSelect Moderate Retire Fund CL I | Common Stocks | — | — | $1.1M | 24.3% | |
| Mass Mutual Life Insurance Company JPMorgan Equity Income R6 | Common Stocks | — | — | $833K | 19.2% | |
| Mass Mutual Life Insurance Company BlackRock iShares S&P 500 Index K | Common Collective Trusts | — | — | $518K | 11.9% | |
| Mass Mutual Life Insurance Company AB Large Cap Growth Z | Common Stocks | — | — | $443K | 10.2% | |
| Mass Mutual Life Insurance Company Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $363K | 8.4% | |
| Mass Mutual Life Insurance Company IndexSelect Moderate 2045 Fund CL I | Common Stocks | — | — | $238K | 5.5% | |
| Mass Mutual Life Insurance Company IndexSelect Moderate 2055 Fund CL I | Common Stocks | — | — | $223K | 5.1% | |
| Mass Mutual Life Insurance Company Vanguard Small Cap Index Adm | Mutual Funds | — | — | $183K | 4.2% | |
| Mass Mutual Life Insurance Company IndexSelect Moderate 2035 Fund CL I | Common Stocks | — | — | $86K | 2.0% | |
| Mass Mutual Life Insurance Company Fully Benefit Responsive Group Annuity Contract Guaranteed Portfolio Fund | Common Stocks | — | — | $67K | 1.5% | |
| Mass Mutual Life Insurance Company Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $59K | 1.4% | |
| Mass Mutual Life Insurance Company JPMorgan Small Cap Growth R6 | Common Stocks | — | — | $53K | 1.2% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | Bonds / Notes | — | — | $45K | 1.0% | |
| Mass Mutual Life Insurance Company IndexSelect Aggressive 2035 Fund CL I | Common Stocks | — | — | $36K | 0.8% | |
| Mass Mutual Life Insurance Company IndexSelect Aggressive 2055 Fund CL I 691 * Mass Mutual Life Insurance Company IndexSelect Conservative 2035 Fund CL I | Common Stocks | — | — | $18K | 0.4% | |
| Mass Mutual Life Insurance Company Carillon Eagle Mid Cap Growth R6 | Common Stocks | — | — | $2K | <0.1% | |
| Mass Mutual Life Insurance Company American Funds Europacific Growth R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
