Charles JERZ signed Smart Modular Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smart Modular Technologies, Inc.'s EIN is 77-0200166.
Download the official 2024 Form 5500 (PDF) for Smart Modular Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smart Modular Technologies, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $56K | — |
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 500 Index Fund " | Common Collective Trusts | — | — | $31.7M | 14.6% | |
| Fidelity Blue Chip Growth K6 Fund " | Mutual Funds | — | — | $26.8M | 12.3% | |
| Fidelity Freedom Blend 2030 Fund Class K6 " | Mutual Funds | — | — | $22.5M | 10.3% | |
| Fidelity Freedom Blend 2035 Fund Class K6 " | Mutual Funds | — | — | $18.2M | 8.4% | |
| Fidelity Freedom Blend 2025 Fund Class K6 " | Mutual Funds | — | — | $12.9M | 5.9% | |
| Fidelity Freedom Blend 2040 Fund Class K6 " | Mutual Funds | — | — | $11.6M | 5.3% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $9.5M | 4.4% | |
| Fidelity Freedom Blend 2045 Fund Class K6 " | Mutual Funds | — | — | $8.6M | 4.0% | |
| American Funds American Mutual Fund " | Mutual Funds | — | — | $6.9M | 3.2% | |
| Fidelity Freedom Blend 2050 Fund Class K6 " | Mutual Funds | — | — | $6.7M | 3.1% | |
| Fidelity Total Bond Fund " | Mutual Funds | — | — | $5.9M | 2.7% | |
| Victory Sycamore Established Value Fund Mutual fund | Other securities | — | — | $5.4M | 2.5% | |
| MFS Mid Cap Growth Fund " | Mutual Funds | — | — | $5.4M | 2.5% | |
| Fidelity Freedom Blend 2055 Fund Class K6 " | Mutual Funds | — | — | $5.1M | 2.3% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $4.9M | 2.3% | |
| Fidelity Puritan Fund " | Mutual Funds | — | — | $4.5M | 2.1% | |
| Fidelity MidCap Index Fund " | Common Collective Trusts | — | — | $4.4M | 2.0% | |
| Fidelity SmallCap Index Fund " | Common Collective Trusts | — | — | $4.0M | 1.8% | |
| Fidelity Freedom Blend 2020 Fund Class K6 " | Mutual Funds | — | — | $3.6M | 1.7% | |
| Northern Small Cap Core Fund " | Other securities | — | — | $3.4M | 1.6% | |
| American Funds Europacific Growth Fund " | Mutual Funds | — | — | $2.4M | 1.1% | |
| Fidelity Freedom 2035 Fund Class K " ** 7 * Fidelity Freedom 2040 Fund Class K " ** 6 * Fidelity Freedom 2045 Fund Class K " ** 3 * Fidelity Freedom Blend 2060 Fund Class K6 " | Mutual Funds | — | — | $1.9M | 0.9% | |
| PGIM High Yield Fund " | Other securities | — | — | $1.8M | 0.8% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $1.5M | 0.7% | |
| Fidelity Managed Income Portfolio Common collective trust | Common Collective Trusts | — | — | $1.2M | 0.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| Fidelity Freedom Blend 2015 Fund Class K6 " | Mutual Funds | — | — | $1.2M | 0.6% | |
| Glenmede Small Cap Equity Fund " ** 1 Dodge & Cox International Stock Fund " | Mutual Funds | — | — | $1.2M | 0.5% | |
| Fidelity Low-Priced Stock K6 Fund " | Mutual Funds | — | — | $672K | 0.3% | |
| Vanguard Inflation Protected Fund " | Mutual Funds | — | — | $573K | 0.3% | |
| Fidelity Freedom Blend 2065 Fund Class K6 " | Mutual Funds | — | — | $380K | 0.2% | |
| Fidelity Freedom Blend Income Fund Class K6 " | Mutual Funds | — | — | $316K | 0.1% | |
| Fidelity Freedom Blend 2010 Fund Class K6 " | Mutual Funds | — | — | $278K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
