Shirley Horner signed Smith Home Care LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith Home Care LLC's EIN is 82-2192286.
Download the official 2024 Form 5500 (PDF) for Smith Home Care LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith Home Care LLC'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 | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $434K | 54.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $107K | 13.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $98K | 12.3% | |
| FID FREEDOM INDEX 2035 PREMIER 14 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I 99 REGISTERED INVESTMENT COMPANY VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $48K | 6.0% | |
| FID FREEDOM INDEX 2065 PREMIER 555 REGISTERED INVESTMENT COMPANY BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $40K | 5.0% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $28K | 3.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $21K | 2.6% | |
| FID FREEDOM INDEX INC PREMIER 86 REGISTERED INVESTMENT COMPANY GS INFLATION PROTECTED SEC R6 | Mutual Funds | — | — | $12K | 1.5% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $4K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
