Melanie Shipley signed SMS Data Products Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMS Data Products Group, Inc.'s EIN is 54-1039383.
Download the official 2024 Form 5500 (PDF) for SMS Data Products Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMS Data Products Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $147K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES | 54-0737372 | — | ACCOUNTANT | $97 | — |
| WITHUMSMITH BROWN PC | 22-2027092 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Funds Retirement I 2030 Fund | Other securities | — | — | $16.7M | 19.9% | |
| Vanguard Group 500 Index Fund | Common Collective Trusts | — | — | $10.2M | 12.1% | |
| T. Rowe Price Funds Retirement I 2025 Fund | Other securities | — | — | $7.6M | 9.0% | |
| T. Rowe Price Funds Retirement I 2040 Fund | Other securities | — | — | $6.8M | 8.1% | |
| T. Rowe Price Funds Retirement I 2035 Fund | Other securities | — | — | $4.9M | 5.8% | |
| T. Rowe Price Funds Retirement I 2050 Fund | Other securities | — | — | $4.6M | 5.4% | |
| T. Rowe Price Funds Retirement I 2045 Fund | Other securities | — | — | $4.2M | 5.0% | |
| Fidelity Advisor Equity Growth Fund | Mutual Funds | — | — | $3.3M | 3.9% | |
| Principal Global Investors Fixed Income Guaranteed Option | Other securities | — | — | $2.6M | 3.1% | |
| T. Rowe Price Funds Retirement I 2055 Fund | Other securities | — | — | $2.4M | 2.9% | |
| JP Morgan Funds Large Cap Growth Fund | Other securities | — | — | $2.0M | 2.4% | |
| JP Morgan US Equity Fund | Other securities | — | — | $1.6M | 1.9% | |
| Vanguard Group Small-Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 1.6% | |
| T. Rowe Price Funds Retirement 2060 Fund | Other securities | — | — | $1.3M | 1.5% | |
| Participant loans Interest rates 4.75%-10.0%, various maturities | Bonds / Notes | — | — | $1.1M | 1.3% | |
| Vanguard Group Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 1.3% | |
| Charles Schwab Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.1M | 1.3% | |
| Vanguard Group Total International Stock Index Fund | Common Collective Trusts | — | — | $1.0M | 1.2% | |
| T. Rowe Price Funds Retirement I 2020 Fund | Other securities | — | — | $989K | 1.2% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $988K | 1.2% | |
| T. Rowe Price Value Fund Inc | Common Stocks | — | — | $929K | 1.1% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $792K | 0.9% | |
| The American Funds American Mutual Fund | Mutual Funds | — | — | $780K | 0.9% | |
| JP Morgan US Small Company Fund | Common Stocks | — | — | $712K | 0.8% | |
| Vanguard Group Total Bond Market Index Fund | Common Collective Trusts | — | — | $707K | 0.8% | |
| T. Rowe Price Funds Retirement I 2015 Fund | Other securities | — | — | $679K | 0.8% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $670K | 0.8% | |
| T. Rowe Price Funds Retirement I 2065 Fund | Other securities | — | — | $492K | 0.6% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $435K | 0.5% | |
| PGIM Investments Jennison International Op | Other securities | — | — | $383K | 0.5% | |
| Allspring Core Bond Fund | Other securities | — | — | $312K | 0.4% | |
| Vanguard Group Real Estate Index Fund | Common Collective Trusts | — | — | $268K | 0.3% | |
| New World Fund Inc New World Fund Inc | Common Stocks | — | — | $220K | 0.3% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $203K | 0.2% | |
| Columbia Small Cap Value II Fund | Other securities | — | — | $179K | 0.2% | |
| Vanguard Group Explorer Admiral Fund | Mutual Funds | — | — | $174K | 0.2% | |
| T. Rowe Price Funds Retirement I 2010 Fund | Other securities | — | — | $156K | 0.2% | |
| T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $50K | <0.1% | |
| T. Rowe Price Funds Retirement I 2005 Fund | Other securities | — | — | $28K | <0.1% | |
| NEW YORK LIFE SV ANCHOR ACCT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $0 | <0.1% |
