Smart's EIN is 34-1031303.
Download the official 2024 Form 5500 (PDF) for 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 | CLEVELAND, OH | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | BETHESDA, MD | NONE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.1M | 87.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $658K | 3.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETSVILLE, TN | NONE | $592K | — |
| MOONEY, GREEN, SAINDON, MURPHY & WE | 52-1958229 | WASHINGTON, DC | NONE | $43K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | CLEVELAND, OH | NONE | $38K | — |
| US BANK | — | ST. PAUL, MN | NONE | $7K | — |
