AMIR Mirza signed Loadsmart, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Loadsmart, Inc.'s EIN is 47-2556074.
Download the official 2024 Form 5500 (PDF) for Loadsmart, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loadsmart, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY PLAN | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO RealPath Blend 2060 Institutional | Mutual Funds | — | — | $1.6M | 19.4% | |
| PIMCO RealPath Blend 2055 Institutional | Mutual Funds | — | — | $1.5M | 18.6% | |
| PIMCO RealPath Blend 2050 Institutional | Mutual Funds | — | — | $1.1M | 13.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.1M | 13.2% | |
| PIMCO RealPath Blend 2045 Institutional | Mutual Funds | — | — | $674K | 8.3% | |
| PIMCO RealPath Blend 2065 Institutional | Mutual Funds | — | — | $514K | 6.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $241K | 3.0% | |
| Fidelity Global ex US Index | Mutual Funds | — | — | $216K | 2.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $172K | 2.1% | |
| PIMCO RealPath Blend 2035 Institutional | Mutual Funds | — | — | $166K | 2.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $141K | 1.7% | |
| Insurance Company/General Account | Common Stocks | — | — | $138K | 1.7% | |
| RPAG/WILMINGTON LG CAP VAL FD R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $92K | 1.1% | |
| LG CAP GR FUND II FEE CLASS R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $84K | 1.0% | |
| PIMCO RealPath Blend 2025 Institutional | Mutual Funds | — | — | $83K | 1.0% | |
| PIMCO RealPath Blend 2040 Institutional | Mutual Funds | — | — | $68K | 0.8% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $53K | 0.7% | |
| Collective Trusts Great Gray Trust Company, LLC International Growth Fund II Fee Class R1 | Common Collective Trusts | — | — | $51K | 0.6% | |
| INTL GR FUND II FEE CLASS R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $51K | 0.6% | |
| BlackRock High Yield Portfolio K | Other securities | — | — | $28K | 0.3% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $28K | 0.3% | |
| BlackRock Emerging Mkts K | Other securities | — | — | $25K | 0.3% | |
| PIMCO Income Instl | Mutual Funds | — | — | $25K | 0.3% | |
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $23K | 0.3% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $20K | 0.3% | |
| PIMCO RealPath Blend 2030 Institutional | Mutual Funds | — | — | $17K | 0.2% | |
| Fidelity Advisor Small Cap Value Z | Mutual Funds | — | — | $8K | <0.1% | |
| SMALL CAP GR FUND II FEE CLASS R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $7K | <0.1% | |
| Interest-bearing Cash * Transamerica Trust Company Cash Reserve Account ** 2 Mutual Funds AllSpring Special Mid Cap Value R6 | Cash / Money Market | — | — | $4K | <0.1% | |
| Janus Henderson Janus Henderson Global Equity Income N | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
