LISA RATH signed Smart Motors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smart Motors, Inc.'s EIN is 39-0977617.
Download the official 2024 Form 5500 (PDF) for Smart Motors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smart Motors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY (PAR | $55K | — |
| AMERIPRISE FINANCIAL SERVICES | 41-0973005 | MINNEAPOLIS, MN | BROKER/ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock iShares MSCI EAFE International Index Fund Class K N/A | Common Collective Trusts | — | — | $399K | 6.1% | |
| Vanguard 500 Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $372K | 5.6% | |
| Vanguard International Growth Fund Admiral Shares N/A | Mutual Funds | — | — | $315K | 4.8% | |
| Nationwide Fixed Select N/A | Other securities | — | — | $281K | 4.3% | |
| Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $267K | 4.1% | |
| MFS Growth Fund Class R4 N/A | Mutual Funds | — | — | $263K | 4.0% | |
| American Century Equity Income Fund R6 Class N/A | Other securities | — | — | $245K | 3.7% | |
| American Century Small Cap Value Fund R6 Class N/A | Other securities | — | — | $208K | 3.2% | |
| Western Asset Core Plus Bond Fund Class I N/A | Other securities | — | — | $202K | 3.1% | |
| JPMorgan Mid Cap Value Fund Class R6 N/A | Other securities | — | — | $176K | 2.7% | |
| American Century Retirement Readiness 2065 Trust N/A | Other securities | — | — | $166K | 2.5% | |
| AMCENT RTRMNTRDNS2065 I BENEFIT TRUST COMPANY · EIN 83-6703513 / PN 001 | Common Collective Trust | — | — | $166K | 2.5% | |
| Fidelity International Index Fund N/A | Common Collective Trusts | — | — | $164K | 2.5% | |
| Fidelity U.S. Bond Index Fund N/A | Common Collective Trusts | — | — | $159K | 2.4% | |
| Vanguard Total Stock Market Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $156K | 2.4% | |
| Dodge & Cox International Stock Fund N/A | Mutual Funds | — | — | $152K | 2.3% | |
| BlackRock Strategic Income Opportunities Portfolio Institutional Shares N/A 234 Goldman Sachs GQG Partners International Opportunities Fund Class R6 N/A | Other securities | — | — | $150K | 2.3% | |
| Delaware Emerging Markets Fund Institutional Class N/A | Other securities | — | — | $148K | 2.2% | |
| Nationwide Loomis All Cap Growth Fund Class R6 N/A | Other securities | — | — | $146K | 2.2% | |
| Avantis U.S. Large Cap Value Fund Institutional Class N/A | Other securities | — | — | $138K | 2.1% | |
| PGIM Total Return Bond Fund Class R6 N/A | Other securities | — | — | $126K | 1.9% | |
| JPMorgan Large Cap Growth Fund Class R6 N/A | Other securities | — | — | $125K | 1.9% | |
| JPMorgan Equity Income Fund Class R5 N/A | Other securities | — | — | $120K | 1.8% | |
| Avantis Emerging Markets Equity Fund Institutional Class N/A | Other securities | — | — | $117K | 1.8% | |
| Hartford Growth Opportunities Fund Class R6 N/A | Other securities | — | — | $105K | 1.6% | |
| BlackRock iShares U.S. Aggregate Bond Index Fund Class K N/A | Common Collective Trusts | — | — | $93K | 1.4% | |
| BlackRock High Yield Bond Portfolio Class K N/A | Other securities | — | — | $89K | 1.4% | |
| American Century Retirement Readiness 2050 Trust N/A | Other securities | — | — | $86K | 1.3% | |
| AMCENT RTRMNTRDNS2050 I BENEFIT TRUST COMPANY · EIN 83-6703513 / PN 001 | Common Collective Trust | — | — | $86K | 1.3% | |
| American Century Retirement Readiness 2055 Trust N/A | Other securities | — | — | $86K | 1.3% | |
| AMCENT RTRMNTRDNS2055 I BENEFIT TRUST COMPANY · EIN 83-6703513 / PN 001 | Common Collective Trust | — | — | $86K | 1.3% | |
| BlackRock High Yield Bond Portfolio Institutional Shares N/A | Other securities | — | — | $81K | 1.2% | |
| Fidelity Small Cap Index Fund N/A | Common Collective Trusts | — | — | $80K | 1.2% | |
| Federated Hermes MDT Small Cap Growth Fund Institutional Shares N/A | Other securities | — | — | $76K | 1.2% | |
| Diamond Hill Mid Cap Fund Class I N/A | Other securities | — | — | $74K | 1.1% | |
| MFS Mid Cap Growth Fund Class R6 N/A | Mutual Funds | — | — | $73K | 1.1% | |
| Pimco Emerging Markets Local Currency and Bond Fund N/A 50 Principal Global Real Estate Securities Fund Class R-6 N/A | Mutual Funds | — | — | $73K | 1.1% | |
| PIMCO Income Fund Institutional Class N/A | Mutual Funds | — | — | $69K | 1.0% | |
| BlackRock Mid Cap Growth Equity Portfolio Institutional Shares N/A | Other securities | — | — | $68K | 1.0% | |
| PIMCO Real Return Fund Institutional Class N/A | Mutual Funds | — | — | $67K | 1.0% | |
| Alger Focus Equity Fund Class Y N/A | Other securities | — | — | $63K | 1.0% | |
| Vanguard Real Estate Index Fund Admiral Shares N/A | Common Collective Trusts | — | — | $63K | 1.0% | |
| Legal & General Commodity Strategy Fund Institutional Shares N/A | Other securities | — | — | $62K | 0.9% | |
| American Century Retirement Readiness 2060 Trust N/A | Other securities | — | — | $59K | 0.9% | |
| AMCENT RTRMNTRDNS2060 I BENEFIT TRUST COMPANY · EIN 83-6703513 / PN 001 | Common Collective Trust | — | — | $59K | 0.9% | |
| American Century Ultra Fund R6 Class N/A | Other securities | — | — | $58K | 0.9% | |
| BlackRock Total Return Fund Class K Shares N/A | Other securities | — | — | $58K | 0.9% | |
| American Century Retirement Readiness 2045 Trust N/A | Other securities | — | — | $50K | 0.8% | |
| AMCENT RTRMNTRDNS2045 I BENEFIT TRUST COMPANY · EIN 83-6703513 / PN 001 | Common Collective Trust | — | — | $50K | 0.8% | |
| Ab Global Bond Fund Class Z N/A | Other securities | — | — | $48K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 85-0833363 |
| THE WOODLANDS, TX |
| THIRD PARTY ADMIN |
| $10K |
| — |
| DEFINITI LLC | 85-0833363 | ERIE, PA | THIRD PARTY ADMIN | $833 | — |
