Jeremy Ferguson signed Sheet Metal, Air, Rail, and Transportation (Smart)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sheet Metal, Air, Rail, and Transportation (Smart)'s EIN is 34-1031303.
Download the official 2024 Form 5500 (PDF) for Sheet Metal, Air, Rail, and Transportation (Smart) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS LLC | 34-1597728 | — | INVESTMENT ADVISOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL SELECT INSURANCE SERVICES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $23.0M | 91.4% |
| 46-0619194 |
| — |
| INSURANCE BROKER |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOONEY,GREEN,SAINDON,MURPHY & WELCH | 52-1958229 | — | LEGAL | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELIQUE NEW | 34-1031303 | — | EMPLOYEE OF RELATED ORG | $84K | — |
| DARREN TOLLIVER | 34-1031303 | — | EMPLOYEE OF RELATED ORG | $41K | — |
| CHRIS CHRISTIANSON | 34-1031303 | — | EMPLOYEE OF RELATED ORG | $26K | — |
| DAVID LIDDLE | 34-1031303 | — | EMPLOYEE OF RELATED ORG | $19K | — |
| CHRISTOPHER MALLEY | 34-1031303 | — | EMPLOYEE OF RELATED ORG | $6K | — |
