Daniel McAteer signed C.L. Smith Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C.L. Smith Company's EIN is 43-1051754.
Download the official 2024 Form 5500 (PDF) for C.L. Smith Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C.L. Smith Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP | 20-1903821 | — | NONE | $45K | — |
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 500 Index Admiral Fund 540 Mutual Fund | Common Collective Trusts | — | — | $2.2M | 10.1% | |
| SCHWAB INDEXED RETIREMENT 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $2.0M | 8.8% | |
| IR+M Core Bond CL F Mutual Fund | Other securities | — | — | $1.6M | 7.2% | |
| American Funds Growth Fund of America R6 Mutual Fund | Mutual Funds | — | — | $1.5M | 6.7% | |
| Retirement Advocate Moderate Aggressive Mutual Fund | Other securities | — | — | $1.4M | 6.3% | |
| SCHWAB INDEXED RETIREMENT 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.3M | 6.1% | |
| SCHWAB INDEXED RETIREMENT 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $1.2M | 5.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.8% | |
| SCHWAB INDEXED RETIREMENT 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $972K | 4.4% | |
| AFS Europacific Growth R6 Mutual Fund | Other securities | — | — | $946K | 4.3% | |
| SCHWAB INDEXED RETIREMENT 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $856K | 3.9% | |
| Retirement Advocate Moderate Mutual Fund | Other securities | — | — | $805K | 3.6% | |
| PCRA Self Directed Fund Brokerage Accounts | Self-Directed Brokerage | — | — | $528K | 2.4% | |
| T. Rowe Price Integrated US Small Cap Equity CL I Mutual Fund | Other securities | — | — | $510K | 2.3% | |
| SCHWAB INDEXED RETIREMENT 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $495K | 2.2% | |
| Vanguard Index Trust Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $472K | 2.1% | |
| JP Morgan Mid Cap Value Fund CL L Mutual Fund | Other securities | — | — | $466K | 2.1% | |
| American Beacon Small Cap Value R5 Mutual Fund | Other securities | — | — | $413K | 1.9% | |
| SCHWAB INDEXED RETIREMENT 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $395K | 1.8% | |
| Vanguard Small Cap Index Admiral Fund 548 Mutual Fund | Mutual Funds | — | — | $394K | 1.8% | |
| Macquarie Mid Cap Growth CL N Mutual Fund | Other securities | — | — | $388K | 1.8% | |
| SCHWAB INDEXED RETIREMENT 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $310K | 1.4% | |
| AFS Washington Mutual Investor R6 Mutual Fund | Other securities | — | — | $265K | 1.2% | |
| Notes Receivable from Participants maturity thru August 2029 - | Other securities | — | — | $249K | 1.1% | |
| Repayments are Contributions Not Corrected Outside Pending Correction VFCP and PTE Year included: Corrected VFCP in VFCP 2002-51 2024 | Other securities | — | — | $201K | 0.9% | |
| Vanguard Real Estate Index Admr Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $107K | 0.5% | |
| SCHWAB INDEXED RETIREMENT 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $106K | 0.5% | |
| Oakmark Instl Small Cap I Mutual Fund | Other securities | — | — | $81K | 0.4% | |
| Vanguard Short Term Infl Prot Sec Mutual Fund | Mutual Funds | — | — | $78K | 0.4% | |
| Goldman Sachs Emerging Markets EQ Insights Mutual Fund | Other securities | — | — | $53K | 0.2% | |
| Retirement Advocate Aggressive Mutual Fund | Other securities | — | — | $41K | 0.2% | |
| Retirement Advocate Moderate Conservative Mutual Fund | Other securities | — | — | $38K | 0.2% | |
| SCHWAB INDEXED RETIREMENT 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $37K | 0.2% | |
| SCHWAB INDEXED RETIREMENT 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $25K | 0.1% | |
| Retirement Advocate Conservative Fund CL I Mutual Fund | Other securities | — | — | $22K | <0.1% | |
| SCHWAB INDEXED RETIREMENT 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
