Sharon Albrecht signed SMT, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMT, Inc.'s EIN is 34-1787123.
Download the official 2024 Form 5500 (PDF) for SMT, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMT, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORDKEEPER | $56K | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MFS FUNDS | 04-2747644 | — | NONE | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 I Class | Other securities | — | — | $2.5M | 21.1% | |
| T. Rowe Price Retirement 2035 I Class | Other securities | — | — | $1.8M | 14.8% | |
| T. Rowe Price Retirement 2045 I Class | Other securities | — | — | $1.7M | 13.8% | |
| T. Rowe Price Retirement 2025 I Class | Other securities | — | — | $1.4M | 11.6% | |
| T. Rowe Price Retirement 2040 I Class | Other securities | — | — | $795K | 6.6% | |
| T. Rowe Price Retirement 2020 I Class | Other securities | — | — | $703K | 5.8% | |
| JP Morgan Large Cap Growth Fund Class R6 | Other securities | — | — | $636K | 5.3% | |
| T. Rowe Price Retirement 2055 I Class | Other securities | — | — | $598K | 5.0% | |
| T. Rowe Price Retirement 2050 I Class | Other securities | — | — | $536K | 4.5% | |
| T. Rowe Price Retirement 2065 I Class | Other securities | — | — | $331K | 2.7% | |
| Victory Pioneer Strategic Income Fund Class R6 316 * Participant Loans** Interest Rates (4.25% - 10.00%) | Bonds / Notes | — | — | $264K | 2.2% | |
| Vanguard 500 Index Admiral Shares | Common Collective Trusts | — | — | $263K | 2.2% | |
| T. Rowe Price Retirement 2060 I Class | Other securities | — | — | $224K | 1.9% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $83K | 0.7% | |
| T. Rowe Price Government Money Inv | Other securities | — | — | $61K | 0.5% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $57K | 0.5% | |
| T. Rowe Price Retirement 2015 I Class | Other securities | — | — | $57K | 0.5% | |
| T. ROWE PRICE STABLE VALUE N T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $38K | 0.3% | |
| Macquarie Mid Cap Growth R6 | Other securities | — | — | $8K | <0.1% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $5K | <0.1% | |
| Fidelity Small Cap Value I | Mutual Funds | — | — | $4K | <0.1% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2010 I Class | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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