QIAN LIU signed Smith Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith Health, Inc.'s EIN is 81-1489804.
Download the official 2024 Form 5500 (PDF) for Smith Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith Health, Inc.'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 |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.3M | 41.0% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.7M | 15.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.2M | 11.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $862K | 8.2% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $589K | 5.6% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $422K | 4.0% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $412K | 3.9% | |
| Vanguard Total International Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $379K | 3.6% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $229K | 2.2% | |
| Vanguard Information Technology Index Fund Admiral Shares | Common Collective Trusts | — | — | $181K | 1.7% | |
| Non-interest bearing cash | Cash / Money Market | — | $88K | $88K | 0.8% | |
| Participant loans receivable - 6 loans outstanding with interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $59K | 0.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $23K | 0.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $22K | 0.2% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $21K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares ** 915 Vanguard FTSE All-World ex-US Index Fund Admiral Shares | Common Collective Trusts | — | — | $16K | 0.2% | |
| Vanguard Financials Index Fund Admiral Shares | Common Collective Trusts | — | — | $14K | 0.1% | |
| Vanguard Extended Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $14K | 0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $13K | 0.1% | |
| Vanguard Health Care Index Fund Admiral Shares | Common Collective Trusts | — | — | $13K | 0.1% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $9K | <0.1% | |
| Vanguard Large-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $8K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | Common Collective Trusts | — | — | $6K | <0.1% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $6K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard FTSE Social Index Fund Admiral Shares ** 570 Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $1K | <0.1% | |
| Vanguard Energy Index Fund Admiral Shares | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
