Sherry Delong signed Smarte Carte, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smarte Carte, Inc.'s EIN is 41-0965374.
Download the official 2024 Form 5500 (PDF) for Smarte Carte, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smarte Carte, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| General Account Guaranteed interest account | Other securities | — | — | $3.7M | 12.2% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $3.0M | 9.9% | |
| JP Morgan Mid Cap Growth R6 Mutual fund | Other securities | — | — | $2.4M | 8.0% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.2M | 7.2% | |
| Fidelity Large Cap Growth Index Mutual fund | Mutual Funds | — | — | $1.9M | 6.5% | |
| Vanguard Target Retirement Fund 2045 Mutual fund | Mutual Funds | — | — | $1.7M | 5.7% | |
| FRS PUTNAM LARGE CAP VALUE FUND CLA GREAT GRAY · EIN 38-4065329 / PN 000 | Common Collective Trust | — | — | $1.7M | 5.6% | |
| VANGUARD INTERNATIONAL GROWTH ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.6M | 5.2% | |
| Vanguard 500 Index Admiral Mutual fund | Common Collective Trusts | — | — | $1.4M | 4.7% | |
| Vanguard Target Retirement Fund 2035 Mutual fund | Mutual Funds | — | — | $1.3M | 4.5% | |
| Vanguard Target Retirement Fund 2040 Mutual fund | Mutual Funds | — | — | $1.2M | 3.9% | |
| GG TR FIDELITY INST AM CORE FI CIT GREAT GRAY · EIN 38-7275326 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.9% | |
| MASSMUTUAL SMALL CAP OPPS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.0M | 3.3% | |
| Vanguard Target Retirement Fund 2050 Mutual fund | Mutual Funds | — | — | $892K | 3.0% | |
| Vanguard Target Retirement Fund 2030 Mutual fund | Mutual Funds | — | — | $796K | 2.6% | |
| Vanguard Target Retirement Fund 2055 Mutual fund | Mutual Funds | — | — | $760K | 2.5% | |
| Vanguard Target Retirement Fund 2025 Mutual fund | Mutual Funds | — | — | $703K | 2.3% | |
| Jhancock Disciplined Value Mid Cap R6 Mutual fund | Other securities | — | — | $535K | 1.8% | |
| Vanguard Target Retirement Fund 2060 Mutual fund | Mutual Funds | — | — | $512K | 1.7% | |
| Loans to participants Loans @ 5.25% - 10.50% | Bonds / Notes | — | — | $357K | 1.2% | |
| Vanguard Target Retirement Fund 2065 Mutual fund | Mutual Funds | — | — | $327K | 1.1% | |
| Vanguard Target Retirement Fund 2020 Mutual fund | Mutual Funds | — | — | $258K | 0.9% | |
| Vanguard Target Retirement Income Fund Mutual fund | Mutual Funds | — | — | $216K | 0.7% | |
| MFS Value R6 Mutual fund | Mutual Funds | — | — | $202K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $100K | 0.3% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $94K | 0.3% | |
| Allspring Special Small Cap Value R6 Mutual fund | Other securities | — | — | $71K | 0.2% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | — | $29K | <0.1% | |
| Calvert US Large Cap Core RSPNB Idx Fund Mutual fund | Common Collective Trusts | — | — | $27K | <0.1% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY CONTRAFUND FIDELITY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP VALUE R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL CORE BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL BLUE CHIP GROWTH ADM MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| REDPATH AND COMPANY LLC | — | WHITE BEAR LAKE, MN | AUDITOR | $33K | — |
