Cassandra Lawson signed SMTC Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMTC Corporation's EIN is 77-0386123.
Download the official 2024 Form 5500 (PDF) for SMTC Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMTC Corporation'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $124K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| JPM SMART RET BLEND 2035 R6 | Registered Investment Companies | — | — | $4.5M | 13.4% | |
| JPM SMART RET BLEND 2030 R6 | Registered Investment Companies | — | — | $3.9M | 11.6% | |
| JPM SMART RET BLEND 2025 R6 | Registered Investment Companies | — | — | $3.8M | 11.2% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.5M | 7.4% | |
| JPM SMART RET BLEND 2045 R6 | Registered Investment Companies | — | — | $1.8M | 5.3% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.8M | 5.3% | |
| JPM SMART RET BLEND 2040 R6 | Registered Investment Companies | — | — | $1.7M | 5.0% | |
| JPMORGAN US GARP EQUITY R6 | Registered Investment Companies | — | — | $1.5M | 4.5% | |
| JPM SMART RET BLEND 2020 R6 | Registered Investment Companies | — | — | $1.2M | 3.6% | |
| JPM SMART RET BLEND 2050 R6 | Registered Investment Companies | — | — | $1.2M | 3.5% | |
| FRANKLIN SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $941K | 2.8% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $805K | 2.4% | |
| MAC SCIENCE AND TECH INST | Registered Investment Companies | — | — | $799K | 2.4% | |
| LORD ABBETT MID CAP STOCK R6 | Registered Investment Companies | — | — | $792K | 2.3% | |
| INVESCO COMSTOCK FUND - R6 | Registered Investment Companies | — | — | $684K | 2.0% | |
| JPM SMART RET BLEND 2055 R6 | Registered Investment Companies | — | — | $682K | 2.0% | |
| JPM SMART RET BLENE 2060 R6 | Registered Investment Companies | — | — | $674K | 2.0% | |
| JPM SMART RET BLEND INCOME R6 | Registered Investment Companies | — | — | $521K | 1.5% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $412K | 1.2% | |
| LAZARD INTL STR EQ PORT - R6 | Registered Investment Companies | — | — | $367K | 1.1% | |
| LORD ABBETT TOTAL RETURN R6 | Registered Investment Companies | — | — | $360K | 1.1% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $352K | 1.0% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $341K | 1.0% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $292K | 0.9% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $286K | 0.8% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $224K | 0.7% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $176K | 0.5% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $91K | 0.3% | |
| HTFD BALANCED INCOME R6 | Registered Investment Companies | — | — | $42K | 0.1% | |
| TEMPLETON GLOBAL BOND FUND R6 | Registered Investment Companies | — | — | $34K | 0.1% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $78K |
| — |
