Andrew Emmert signed Soil and Materials Engineers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Soil and Materials Engineers, Inc.'s EIN is 38-1738670.
Download the official 2024 Form 5500 (PDF) for Soil and Materials Engineers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Soil and Materials Engineers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $58K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Contrafund | Mutual Funds | — | — | $11.0M | 13.1% | |
| Fidelity Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $9.3M | 11.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.8M | 9.4% | |
| Fidelity Freedom 2040 Fund - Class K | Mutual Funds | — | — | $4.6M | 5.5% | |
| Fidelity Freedom 2025 Fund - Class K | Mutual Funds | — | — | $4.1M | 4.9% | |
| Fidelity Freedom 2045 Fund - Class K | Mutual Funds | — | — | $3.9M | 4.7% | |
| MFS International Intrinsic Value Fund Class R3 | Mutual Funds | — | — | $3.9M | 4.6% | |
| Fidelity Freedom 2055 Fund - Class K | Mutual Funds | — | — | $3.4M | 4.0% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.0M | 3.5% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.8M | 3.3% | |
| Fidelity Freedom 2030 Fund - Class K | Mutual Funds | — | — | $2.6M | 3.1% | |
| Fidelity Freedom 2050 Fund - Class K | Mutual Funds | — | — | $2.6M | 3.1% | |
| Fidelity Freedom 2060 Fund - Class K | Mutual Funds | — | — | $2.4M | 2.8% | |
| Fidelity Freedom 2035 Fund - Class K | Mutual Funds | — | — | $2.0M | 2.5% | |
| Fidelity Galliard Stable Return Fund | Mutual Funds | — | — | $2.0M | 2.4% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.4% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $2.0M | 2.4% | |
| Fidelity T. Rowe Price Institutional Mid-Cap Equity Growth Fund | Mutual Funds | — | — | $1.6M | 2.0% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.5M | 1.8% | |
| T. Rowe Price Integrated US Small-Cap Growth Equity Fund | Other securities | — | — | $1.5M | 1.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.4M | 1.7% | |
| Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $1.4M | 1.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.4M | 1.6% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| JPMorgan Mid Cap Value Fund Class L | Other securities | — | — | $972K | 1.2% | |
| Fidelity Small Cap Value Fund Investor | Mutual Funds | — | — | $845K | 1.0% | |
| Fidelity Strategic Income Fund | Mutual Funds | — | — | $588K | 0.7% | |
| Fidelity Freedom 2065 Fund - Class K | Mutual Funds | — | — | $571K | 0.7% | |
| 10.50 percent - | Other securities | — | — | $556K | 0.7% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $393K | 0.5% | |
| BlackRock Equity Dividend Fund Institutional Shares | Other securities | — | — | $326K | 0.4% | |
| Fidelity Freedom 2020 Fund - Class K | Mutual Funds | — | — | $309K | 0.4% | |
| Fidelity Freedom 2070 Fund - Class K * 757 Fidelity Government Money Market | Mutual Funds | — | — | $54K | <0.1% | |
| Fidelity Freedom Income Fund - Class K | Mutual Funds | — | — | $5K | <0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $19K |
| — |
