KEN Hartman signed Smith & Loveless, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith & Loveless, Inc.'s EIN is 48-0924021.
Download the official 2023 Form 5500 (PDF) for Smith & Loveless, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Smith & Loveless, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSUR CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $600 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS INVESTMENT COMPANY LLC | — | LINCOLN, NE | BROKER/ADVISO R | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fed Hrms Gov Oblgtns Prmr Shares of mutual funds | Other securities | — | — | $4.1M | 15.1% | |
| Mfs Mass Inv Gr Stk R6 Shares of mutual funds | Mutual Funds | — | — | $3.9M | 14.4% | |
| Mfs Growth Fund - Class R6 Shares of mutual funds | Mutual Funds | — | — | $3.6M | 13.2% | |
| Mfs Rsrch R4 Shares of mutual funds | Mutual Funds | — | — | $2.5M | 9.2% | |
| Mfs Aggressive Growth Allocation Fund Shares of mutual funds | Mutual Funds | — | — | $1.6M | 5.7% | |
| Jpmorgan Us Equity Fund - Class R Shares of mutual funds | Other securities | — | — | $1.5M | 5.6% | |
| Mfs Glbl Gr R4 Shares of mutual funds | Mutual Funds | — | — | $1.2M | 4.5% | |
| Dfa Intl Lgcap Gr Shares of mutual funds | Mutual Funds | — | — | $1.2M | 4.3% | |
| Vngrd Ttl Bnd Mkt Ldx Adm Shares of mutual funds | Other securities | — | — | $1.0M | 3.8% | |
| Ptnm Hi Yld R6 Shares of mutual funds | Other securities | — | — | $1.0M | 3.8% | |
| Amcent Hertg R6 Shares of mutual funds | Other securities | — | — | $937K | 3.4% | |
| Mfs Mass Inv Tr R4 Shares of mutual funds | Mutual Funds | — | — | $899K | 3.3% | |
| Vngrd Util Indx Adml Shares of mutual funds | Other securities | — | — | $825K | 3.0% | |
| Vngrd Bal Indx Adml Shares of mutual funds | Other securities | — | — | $765K | 2.8% | |
| Vngrd Trgt Rtrmt 2055 Inv Shares of mutual funds 163 Vngrd Trgt Rtrmt 2065 Inv Shares of mutual funds 511 Vngrd Trgt Rtrmt Inc Shares of mutual funds | Common Stocks | — | — | $672K | 2.5% | |
| Invsco Mn St Smcap Y Shares of mutual funds | Other securities | — | — | $432K | 1.6% | |
| Amfds Am Bal R6 Shares of mutual funds | Other securities | — | — | $198K | 0.7% | |
| Vngrd Trgt Rtrmt 2050 Inv Shares of mutual funds | Other securities | — | — | $165K | 0.6% | |
| Vngrd Trgt Rtrmt 2045 Inv Shares of mutual funds | Other securities | — | — | $154K | 0.6% | |
| Vngrd Devl Mkt Indx Adml Shares of mutual funds | Other securities | — | — | $123K | 0.5% | |
| maturities through 2029 | Other securities | — | — | $105K | 0.4% | |
| Vngrd Val Indx Adml Shares of mutual funds | Other securities | — | — | $85K | 0.3% | |
| Vngrd Trgt Rtrmt 2040 Inv Shares of mutual funds | Other securities | — | — | $72K | 0.3% | |
| Nationwide Geneva Small Cap Growth Shares of mutual funds | Other securities | — | — | $38K | 0.1% | |
| Vngrd Trgt Rtrmt 2035 Inv Shares of mutual funds | Other securities | — | — | $29K | 0.1% | |
| Vngrd Gr Indx Adml Shares of mutual funds | Other securities | — | — | $20K | <0.1% | |
| Fid 500 Indx Shares of mutual funds | Mutual Funds | — | — | $19K | <0.1% | |
| Fid Mdcap Indx Shares of mutual funds | Mutual Funds | — | — | $9K | <0.1% | |
| Vngrd Trgt Rtrmt 2030 Inv Shares of mutual funds | Other securities | — | — | $6K | <0.1% | |
| Fid Smcap Val Indx Shares of mutual funds | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 Fund - Shares of mutual funds | 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.
