Lynn Hobbs signed Smartlink, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smartlink, LLC's EIN is 52-2276831.
Download the official 2024 Form 5500 (PDF) for Smartlink, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smartlink, LLC's plan includes a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $0 | — |
| TRIAD ADVISORS LLC | 65-0173164 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2040 Class A Fund - | Mutual Funds | — | — | $4.6M | 14.7% | |
| Fidelity Advisor Freedom 2035 Class A Fund - | Mutual Funds | — | — | $4.1M | 13.2% | |
| Fidelity Advisor Freedom 2045 Class A Fund - | Mutual Funds | — | — | $3.9M | 12.5% | |
| Fidelity Advisor Freedom 2055 Class A Fund - | Mutual Funds | — | — | $2.9M | 9.2% | |
| Fidelity Advisor Freedom 2050 Class A Fund - | Mutual Funds | — | — | $2.7M | 8.5% | |
| Fidelity Advisor Freedom 2030 Class A Fund - | Mutual Funds | — | — | $2.6M | 8.4% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $2.5M | 8.2% | |
| American Funds American Funds Growth Fund - | Mutual Funds | — | — | $911K | 2.9% | |
| Participant Loans - | Participant loans | — | — | $788K | 2.5% | |
| Fidelity Total Market Index Fund - | Common Collective Trusts | — | — | $728K | 2.3% | |
| Fidelity Advisor Freedom 2025 Class A Fund - | Mutual Funds | — | — | $635K | 2.0% | |
| Fidelity Advisor Freedom 2060 Class A Fund - | Mutual Funds | — | — | $530K | 1.7% | |
| Fidelity Advisor Freedom 2020 Class A Fund - | Mutual Funds | — | — | $438K | 1.4% | |
| Invesco Diversified Dividend Fund - | Mutual Funds | — | — | $418K | 1.3% | |
| Accounts * Fidelity Brokerage Link Common Stock Aggregate - | Common Stocks | — | — | $410K | 1.3% | |
| Fidelity U.S. Bond Index Fund - | Common Collective Trusts | — | — | $403K | 1.3% | |
| Fidelity Extended Market Index Fund - | Common Collective Trusts | — | — | $295K | 0.9% | |
| Victory Capital Victory RS Small Cap Growth Fund - | Other securities | — | — | $230K | 0.7% | |
| Fidelity Brokerage Link Unit Fund - | Self-Directed Brokerage | — | — | $195K | 0.6% | |
| American Funds American Funds New World R4 Fund - | Mutual Funds | — | — | $145K | 0.5% | |
| JPMorgan U.S. Research Enhanced Equity Fund - | Other securities | — | — | $143K | 0.5% | |
| Fidelity Advisor International Growth Fund - | Mutual Funds | — | — | $118K | 0.4% | |
| Fidelity Retirement Government Money Market - | Mutual Funds | — | — | $108K | 0.3% | |
| Fidelity Advisor Freedom 2065 Class A Fund - | Mutual Funds | — | — | $103K | 0.3% | |
| iShares Russell Mid-Cap Index Fund - | Common Collective Trusts | — | — | $97K | 0.3% | |
| Allspring Special Mid-Cap Value A - | Other securities | — | — | $93K | 0.3% | |
| JPMorgan U.S. Small Company Fund - | Common Stocks | — | — | $91K | 0.3% | |
| Fidelity Global ex U.S. Index Fund - | Common Collective Trusts | — | — | $70K | 0.2% | |
| Fidelity Advisor Real Estate Fund - | Mutual Funds | — | — | $48K | 0.2% | |
| Allspring Special Small-Cap Value A - | Other securities | — | — | $41K | 0.1% | |
| s * Fidelity Brokerage Link Option - | OTHER | — | — | $40K | 0.1% | |
| MFS International Diversification Fund - | Mutual Funds | — | — | $37K | 0.1% | |
| Eaton Vance Eaton Vance Income Fund of Boston - | Other securities | — | — | $30K | <0.1% | |
| Fidelity Advisor Freedom Income A - 38 * Fidelity Advisor Government Income Fund - | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Advisor Freedom 2015 Class A Fund - | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Brokerage Link external fund - | Self-Directed Brokerage | — | — | $14K | <0.1% | |
| Loomis Sayles Core Plus Bond Fund - | Other securities | — | — | $12K | <0.1% | |
| Alliance Bernstein AB Global Bond Fund - | Mutual Funds | — | — | $5K | <0.1% | |
| Money Market/Cash Accounts * Fidelity Brokerage Link Cash - | Self-Directed Brokerage | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
