Paul Pollinger signed SMC, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMC, Ltd.'s EIN is 39-1572281.
Download the official 2024 Form 5500 (PDF) for SMC, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMC, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $176K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | $0 | $12.8M | 16.2% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $10.8M | 13.6% | |
| T. Rowe Price Grth Stk I Fnd | Other securities | — | $0 | $10.8M | 13.6% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | $0 | $9.3M | 11.8% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | $0 | $6.8M | 8.7% | |
| Prin/MFS Value CIT N | Common Collective Trusts | — | $0 | $6.5M | 8.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6.5M | 8.3% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | $0 | $5.7M | 7.2% | |
| PIMCO Total Return Instl Fund | Mutual Funds | — | $0 | $3.9M | 5.0% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | $0 | $3.3M | 4.2% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | $0 | $3.1M | 4.0% | |
| JP Morgan Mid Cap Eq R6 Fund | Other securities | — | $0 | $3.1M | 3.9% | |
| Prin/BR Agg Bd Index CIT N | Common Collective Trusts | — | $0 | $2.3M | 2.9% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | $0 | $2.1M | 2.7% | |
| PRIN/MULTI SM CAP CIT N SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | $0 | $2.1M | 2.6% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | $0 | $1.6M | 2.1% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $1.4M | 1.7% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | $0 | $1.2M | 1.5% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | $0 | $813K | 1.0% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $645K | 0.8% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $539K | 0.7% | |
| Am Cent Infla Adj Bond R6 Fd | Other securities | — | $0 | $442K | 0.6% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $257K | 0.3% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | $0 | $192K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
