Richard Niday signed Smart Local 1041, District 3401(a)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smart Local 1041, District 3401(a)'s EIN is 77-0352309.
Download the official 2024 Form 5500 (PDF) for Smart Local 1041, District 3401(a) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smart Local 1041, District 3401(a)'s plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY IN CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $170 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | NEW YORK, NY | INVESTMENT ADVISOR | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Equity Growth Fund | Other securities | — | — | $4.7M | 17.0% | |
| IINVESCO IRT STABLE VALUE FUND INVESCO FUND · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $4.1M | 15.1% | |
| Allspring Core Plus Bond Fund | Other securities | — | — | $3.9M | 14.2% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $3.9M | 14.1% | |
| BlackRock: Equity Dividend Fund | Other securities | — | — | $3.2M | 11.7% | |
| DFA US Small Cap | Mutual Funds | — | — | $2.3M | 8.3% | |
| Mutual and Exchange Traded Funds American Funds Balanced Fund | Mutual Funds | — | — | $1.4M | 5.1% | |
| Victory Sycamore Small Co Opp | Common Stocks | — | — | $1.1M | 4.0% | |
| Pioneer International Equity | Other securities | — | — | $1.1M | 3.9% | |
| Ishare S&P 500 Index | Common Collective Trusts | — | — | $878K | 3.2% | |
| Fidelity: Focused Emerging Markets Fund | Mutual Funds | — | — | $504K | 1.8% |
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 |
|---|---|---|---|---|---|
| SMART LOCAL 104 DISTRICT 3401(A) | — | EL SEGUNDO, CA | SERVICE PROVIDER | $70K | — |
