Laura Doyle signed Smith and Nephew, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith and Nephew, Inc.'s EIN is 51-0123924.
Download the official 2024 Form 5500 (PDF) for Smith and Nephew, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith and Nephew, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $268K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $519K | — |
| MERCER |
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 Institutional 500 Index Trust 1,640,582.637 shares | Common Collective Trusts | — | $1.6M | $252.9M | 16.6% | |
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $252.9M | 16.6% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | $1.3M | $132.1M | 8.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | $1.2M | $119.1M | 7.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | $1.2M | $118.7M | 7.8% | |
| Vanguard U.S. Growth Fund Admiral Shares 635,846.543 shares | Mutual Funds | — | $636K | $117.7M | 7.7% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | $1.3M | $113.8M | 7.5% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | $732K | $90.9M | 6.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | $1.0M | $87.4M | 5.8% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | $664K | $53.3M | 3.5% | |
| Boston Partners Large-Cap Value Equity Fund 1,233,901.489 shares | Other securities | — | $1.2M | $52.5M | 3.5% | |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $52.5M | 3.5% | |
| Fidelity Managed Income Portfolio II Class I 55,626,401.720 shares | Mutual Funds | — | $55.6M | $52.4M | 3.5% | |
| MIP II CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $52.4M | 3.5% | |
| MFS INTL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | $2.6M | $48.5M | 3.2% | |
| Vanguard Institutional Extended Market Index Trust 327,811.557 shares | Common Collective Trusts | — | $328K | $47.1M | 3.1% | |
| VANG IS EXT MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $47.1M | 3.1% | |
| JENNISON SMALL CAP PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 046 | Common Collective Trust | — | — | $40.5M | 2.7% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $604K | $39.4M | 2.6% | |
| WT MID CAP OPPS WELLINGTON TRUST COMPANY, N.A. · EIN 04-2755549 / PN 001 | Common Collective Trust | — | $1.4M | $29.1M | 1.9% | |
| Vanguard Institutional Total Bond Market Index Trust 193,647.792 shares | Common Collective Trusts | — | $194K | $25.3M | 1.7% | |
| VG IS TOT BD MKT IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $25.3M | 1.7% | |
| Vanguard Institutional Total International Stock Market Index Trust 193,647.792 shares | Common Collective Trusts | — | $194K | $23.3M | 1.5% | |
| VG IS TL INTL STK MK VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $23.3M | 1.5% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | $237K | $17.9M | 1.2% | |
| LS CORE PL FXINC C LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $17.3M | 1.1% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $15.6M | 1.0% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | $287K | $11.5M | 0.8% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | $133K | $9.0M | 0.6% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | $29K | $703K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2834414 |
| — |
| CONSULTANT |
| $80K |
| — |
| ALSTON & BIRD LLP | 58-0137615 | — | CONSULTANT | $21K | — |
| HORNE | 20-1941244 | — | CONSULTANT | $10K | — |
