Shelby Seaman signed SFMC, LP DBA Service First Mortgage Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SFMC, LP DBA Service First Mortgage Company's EIN is 75-2700008.
Download the official 2024 Form 5500 (PDF) for SFMC, LP DBA Service First Mortgage Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SFMC, LP DBA Service First Mortgage Company's plan includes profit-sharing, ERISA 404(c) participant direction, 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 | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $2.6M | 12.0% | |
| American Funds 2050 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $2.6M | 11.9% | |
| American Funds 2035 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $2.3M | 10.7% | |
| American Funds 2040 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $2.1M | 9.6% | |
| Fidelity Investments 500 Index Mutual Fund | Common Collective Trusts | — | — | $2.0M | 9.2% | |
| Fidelity Investments Government Money Market Mutual Fund | Mutual Funds | — | — | $1.8M | 8.4% | |
| American Funds 2025 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $1.3M | 6.2% | |
| American Funds 2030 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $1.1M | 4.9% | |
| American Funds 2055 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $1.0M | 4.6% | |
| American Funds 2060 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $608K | 2.8% | |
| Great Gray Trust Large-Cap Growth Select Collective Investment Trust Fund ** 298 Hartford Mutual Funds Core Equity Mutual Fund | Common Collective Trusts | — | — | $570K | 2.6% | |
| Virtus Investment Partners Virtus Silvant Focused Growth Mutual Fund | Other securities | — | — | $564K | 2.6% | |
| Notes receivable from participants Participant loans secured by the balances in the participants' - | Participant loans | — | — | $496K | 2.3% | |
| American Funds 2015 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $331K | 1.5% | |
| Victory Capital Sycamore Established Value Mutual Fund | Other securities | — | — | $312K | 1.4% | |
| MFS Investment Management MFS International Equity Mutual Fund | Mutual Funds | — | — | $311K | 1.4% | |
| Natixis Funds Loomis Sayles Core Plus Bond Mutual Fund | Other securities | — | — | $258K | 1.2% | |
| Fidelity Investments Mid-Cap Index Mutual Fund | Mutual Funds | — | — | $203K | 0.9% | |
| JPMorgan Government Bond Mutual Fund | U.S. Treasuries | — | — | $196K | 0.9% | |
| Fidelity Investments Small-Cap Index Mutual Fund | Mutual Funds | — | — | $155K | 0.7% | |
| Eaton Vance Parametric Commodity Strategy Mutual Fund | Other securities | — | — | $147K | 0.7% | |
| American Century Investments Small Cap Value Mutual Fund | Other securities | — | — | $133K | 0.6% | |
| Federated Hermes Opportunistic High Yield Bond Mutual Fund | Other securities | — | — | $114K | 0.5% | |
| American Funds New World Mutual Fund | Mutual Funds | — | — | $112K | 0.5% | |
| American Funds 2010 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $103K | 0.5% | |
| PGIM Global Total Return Bond Mutual Fund | Other securities | — | — | $99K | 0.5% | |
| Columbia Small-Cap Growth Mutual Fund | Other securities | — | — | $88K | 0.4% | |
| JPMorgan Mid-Cap Growth Mutual Fund | Other securities | — | — | $47K | 0.2% | |
| AMG Funds Yacktman Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| American Funds 2020 Target Date Retirement Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $298 | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
