Letitia O'NEAL signed SMG Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMG Services, LLC's EIN is 45-4440186.
Download the official 2024 Form 5500 (PDF) for SMG Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMG Services, LLC'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | 13-3646501 | — | RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $3.1M | 35.3% | |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $1.4M | 15.8% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $1.1M | 12.3% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $413K | 4.8% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $345K | 4.0% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $316K | 3.6% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $301K | 3.5% | |
| (maturing from February 2025 to August 2029 * Participants' notes receivable with interest rates at 4.25% - 9.5%) | Bonds / Notes | — | — | $223K | 2.6% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $221K | 2.6% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $218K | 2.5% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $156K | 1.8% | |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $123K | 1.4% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $100K | 1.2% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $88K | 1.0% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $77K | 0.9% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $74K | 0.9% | |
| MID VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $72K | 0.8% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $66K | 0.8% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $62K | 0.7% | |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $62K | 0.7% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $52K | 0.6% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $50K | 0.6% | |
| DECEMBER 31 | Other securities | — | — | $31K | 0.4% | |
| FIDELITY ADV NEW INSIGHTS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $27K | 0.3% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $22K | 0.3% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $18K | 0.2% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $18K | 0.2% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $16K | 0.2% | |
| John Hancock Life Insurance Company of New York Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $8K | <0.1% | |
| ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $5K | <0.1% | |
| ISHARES GOLD TRUST ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $3K | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| PIMCO REAL RETURN JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $2K | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $1K | <0.1% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $1K | <0.1% | |
| TEMPLETON GLOBAL BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $1K | <0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $801 | <0.1% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $234 | <0.1% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $170 | <0.1% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $168 | <0.1% | |
| WISDOMTREE SC DIVIDEND ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $82 | <0.1% | |
| WISDOMTREE MIDCAP ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Common Collective Trust | — | — | $78 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
