Donna Gardner signed Smith, Anderson, ET AL L.L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith, Anderson, ET AL L.L.P.'s EIN is 56-0402850.
Download the official 2024 Form 5500 (PDF) for Smith, Anderson, ET AL L.L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith, Anderson, ET AL L.L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $29.8M | 15.7% | |
| Vanguard | Mutual Funds | — | — | $25.1M | 13.2% | |
| Vanguard | Mutual Funds | — | — | $19.2M | 10.1% | |
| Vanguard | Mutual Funds | — | — | $15.1M | 8.0% | |
| Metropolitan West | Other securities | — | — | $14.4M | 7.5% | |
| METWEST CORE PLUS BOND (IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $14.4M | 7.5% | |
| T. Rowe Price | Other securities | — | — | $13.3M | 7.0% | |
| Capital Group | Common Stocks | — | — | $12.8M | 6.7% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $12.8M | 6.7% | |
| J.P. Morgan | Other securities | — | — | $10.7M | 5.6% | |
| Empower | Other securities | — | — | $7.7M | 4.0% | |
| Charles Schwab | Mutual Funds | — | — | $5.9M | 3.1% | |
| Vanguard | Mutual Funds | — | — | $5.1M | 2.7% | |
| Vanguard | Mutual Funds | — | — | $4.4M | 2.3% | |
| Great Gray Trust Co. | Common Stocks | — | — | $3.6M | 1.9% | |
| AGGRESSIVE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $3.6M | 1.9% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $3.6M | 1.9% | |
| Vanguard | Mutual Funds | — | — | $3.1M | 1.6% | |
| Dreihaus | Other securities | — | — | $2.9M | 1.5% | |
| Cohen & Steers | Other securities | — | — | $2.8M | 1.5% | |
| Great Gray Trust Co. | Common Stocks | — | — | $2.5M | 1.3% | |
| GROWTH (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $2.5M | 1.3% | |
| Great Gray Trust Co. | Common Stocks | — | — | $2.5M | 1.3% | |
| CONSERVATIVE (MAP) FREEDOM 401K CLA GREAT GRAY · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $2.5M | 1.3% | |
| Vanguard | Mutual Funds | — | — | $2.3M | 1.2% | |
| Great Gray Trust Co. | Common Stocks | — | — | $1.8M | 0.9% | |
| MODERATE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $1.8M | 0.9% | |
| Great Gray Trust Co. | Common Stocks | — | — | $1.3M | 0.7% | |
| INCOME (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $1.3M | 0.7% | |
| Loomis | Other securities | — | — | $338K | 0.2% | |
| Participant loans | Participant loans | — | — | $327K | 0.2% | |
| SMALL CAP VALUE/VICTORY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $0 | <0.1% | |
| METWEST CORE PLUS BOND (IS PLTM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
