Tammy Koike signed T. Baker Smith, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
T. Baker Smith, LLC.'s EIN is 72-0627831.
Download the official 2024 Form 5500 (PDF) for T. Baker Smith, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)T. Baker Smith, LLC.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, 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 | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOKES FAMILY OFFICE LLC | 83-3656874 | — | ADVISOR | $65K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisors FDM IDX 2040 IPR 162,014.753 | Common Collective Trusts | — | — | $4.0M | 10.0% | |
| Fidelity Advisors FDM IDX 2050 IPR 149,752.542 | Common Collective Trusts | — | — | $3.9M | 9.7% | |
| Fidelity Advisors LG CAP GR IDX 92,354.944 | Common Collective Trusts | — | — | $3.6M | 9.0% | |
| Fidelity Advisors 500 INDEX 16,280.232 | Common Collective Trusts | — | — | $3.3M | 8.3% | |
| Fidelity Advisors FDM IDX 2045 IPR 126,426.173 | Common Collective Trusts | — | — | $3.3M | 8.2% | |
| Fidelity Advisors FDM IDX 2025 IPR 160,523.183 | Common Collective Trusts | — | — | $3.0M | 7.5% | |
| Fidelity Advisors FDM IDX 2035 IPR 87,723.532 | Common Collective Trusts | — | — | $2.0M | 5.1% | |
| Vanguard VANG DIV APPR ADM 31,790.600 | Mutual Funds | — | — | $1.7M | 4.2% | |
| Fidelity Advisors FDM IDX 2055 IPR 68,587.814 | Common Collective Trusts | — | — | $1.5M | 3.7% | |
| Fidelity Advisors MID CAP IDX 41,289.166 | Common Collective Trusts | — | — | $1.4M | 3.5% | |
| Fidelity Advisors INTL INDEX 27,288.751 | Mutual Funds | — | — | $1.3M | 3.2% | |
| Fidelity Advisors US BOND IDX 79,290.110 | Common Collective Trusts | — | — | $810K | 2.0% | |
| Fidelity Advisors SM CAP IDX 20,128.677 | Common Collective Trusts | — | — | $557K | 1.4% | |
| Fidelity Advisors FDM IDX 2015 IPR 32,548.044 | Common Collective Trusts | — | — | $464K | 1.2% | |
| Fidelity Advisors FDM IDX 2060 IPR 23,383.556 | Common Collective Trusts | — | — | $423K | 1.1% | |
| Vanguard VANG SMCP GR IDX ADM 4,233.463 | Common Collective Trusts | — | — | $417K | 1.0% | |
| Baird Funds BAIRD CORE PLUS BOND INST 40,358.874 | Other securities | — | — | $404K | 1.0% | |
| Fidelity Advisors EMRG MKTS IDX 37,005.056 | Common Collective Trusts | — | — | $387K | 1.0% | |
| Vanguard VANG MDCPVAL IDX ADM 4,572.640 | Common Collective Trusts | — | — | $383K | 1.0% | |
| American Funds AF INCOME FD AMER R6 15,377.205 | Mutual Funds | — | — | $376K | 0.9% | |
| Fidelity Advisors FDM IDX INC IPR 30,731.094 | Common Collective Trusts | — | — | $360K | 0.9% | |
| Vanguard VANG HI YLD CORP ADM 64,495.504 | Mutual Funds | — | — | $350K | 0.9% | |
| American Funds AF NEW PERSPECT R6 5,469.955 | Mutual Funds | — | — | $340K | 0.8% | |
| Vanguard VANG SMCPVL IDX ADM 3,827.449 | Common Collective Trusts | — | — | $326K | 0.8% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $321K | 0.8% | |
| Vanguard VANG BAL INDEX ADM 5,777.711 | Mutual Funds | — | — | $280K | 0.7% | |
| Fidelity Advisors FDM IDX 2020 IPR 9,552.597 | Common Collective Trusts | — | — | $151K | 0.4% | |
| Fidelity Advisors FDM IDX 2065 IPR 7,671.961 | Common Collective Trusts | — | — | $112K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
