Michelle Austin signed Smith Bagley, Inc. DBA Cellular's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith Bagley, Inc. DBA Cellular's EIN is 52-1626137.
Download the official 2024 Form 5500 (PDF) for Smith Bagley, Inc. DBA Cellular from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith Bagley, Inc. DBA Cellular'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.1M | 19.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.3M | 14.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.5M | 9.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $953K | 6.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $787K | 5.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $764K | 4.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $729K | 4.6% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $588K | 3.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $534K | 3.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $503K | 3.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $498K | 3.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $464K | 2.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $411K | 2.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $376K | 2.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $272K | 1.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $268K | 1.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $235K | 1.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $181K | 1.1% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $178K | 1.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $130K | 0.8% | |
| VAN INTL EXPLORER - INV | Registered Investment Companies | — | — | $126K | 0.8% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $123K | 0.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $105K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $91K | 0.6% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $49K | 0.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $47K | 0.3% | |
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $41K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $28K | 0.2% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $7K | <0.1% | |
| VANGUARD SHRT TRM TREASURY ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
