Kenneth Dwayne West signed Gresham Smith's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gresham Smith's EIN is 62-0794126.
Download the official 2024 Form 5500 (PDF) for Gresham Smith from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gresham Smith'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | RECORDKEEPER | $157K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $228 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $43.0M | 19.2% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $34.3M | 15.3% | |
| Vanguard Mid-Cap Index | Mutual Funds | — | — | $16.4M | 7.3% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $15.6M | 6.9% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $15.4M | 6.8% | |
| Mass Mutual SAGIC Diversified Bond II | Other securities | — | — | $14.9M | 6.6% | |
| Vanguard Equity Income | Mutual Funds | — | — | $14.5M | 6.5% | |
| Dodge & Cox IncomeDodge & Cox Income | Mutual Funds | — | — | $8.2M | 3.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $7.4M | 3.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $6.5M | 2.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $5.8M | 2.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $5.5M | 2.4% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $4.9M | 2.2% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $4.4M | 2.0% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $3.8M | 1.7% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $3.7M | 1.6% | |
| Vanguard Developed Markets Index | Mutual Funds | — | — | $3.6M | 1.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $3.0M | 1.3% | |
| American New World | Other securities | — | — | $1.3M | 0.6% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $1.3M | 0.6% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1.3M | 0.6% | |
| BlackRock Mid Cap Growth | Other securities | — | — | $1.2M | 0.5% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $1.1M | 0.5% | |
| Allspring Small Company Growth | Common Stocks | — | — | $809K | 0.4% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $753K | 0.3% | |
| Vanguard Target Retirement 2070 ** 498 Vanguard Target Retirement Income Investment | Mutual Funds | — | — | $667K | 0.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $514K | 0.2% |
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 |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC PC | — | BRENTWOOD, TN | AUDITOR | $15K | — |
