JEAN Moloney signed Smart Warehousing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smart Warehousing, LLC's EIN is 81-0571042.
Download the official 2024 Form 5500 (PDF) for Smart Warehousing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smart Warehousing, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER LLC | 20-4553256 | — | ADVISOR | $14K | — |
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 | Mutual Funds | — | — | $1.9M | 15.5% | |
| American Funds | Mutual Funds | — | — | $1.6M | 13.1% | |
| American Funds | Mutual Funds | — | — | $1.6M | 13.0% | |
| American Funds | Mutual Funds | — | — | $1.5M | 12.9% | |
| American Funds | Mutual Funds | — | — | $1.3M | 10.8% | |
| American Funds | Mutual Funds | — | — | $1.1M | 9.6% | |
| Fidelity | Mutual Funds | — | — | $913K | 7.6% | |
| American Funds | Mutual Funds | — | — | $853K | 7.1% | |
| American Funds | Mutual Funds | — | — | $687K | 5.7% | |
| Notes receivable from participants | Other securities | — | — | $208K | 1.7% | |
| T. Rowe Price | Other securities | — | — | $89K | 0.7% | |
| American Funds | Mutual Funds | — | — | $83K | 0.7% | |
| American Funds | Mutual Funds | — | — | $78K | 0.7% | |
| Lincoln National Life Insurance Company | Common Stocks | — | — | $47K | 0.4% | |
| American Funds | Mutual Funds | — | — | $40K | 0.3% | |
| Wasatch | Other securities | — | — | $20K | 0.2% | |
| Dodge & Cox | Mutual Funds | — | — | $20K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds | Mutual Funds | — | — | $3K | <0.1% | |
| Artisan | Other securities | — | — | $3K | <0.1% | |
| Victory Sycamore | Other securities | — | — | $2K | <0.1% | |
| DFA | Mutual Funds | — | — | $1K | <0.1% | |
| Cohen & Steers | Other securities | — | — | $130 | <0.1% | |
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
