IAN Osharow signed SMH Operations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMH Operations, LLC's EIN is 82-4217476.
Download the official 2024 Form 5500 (PDF) for SMH Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMH Operations, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $536 | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $205K | 17.3% | |
| Blackrock Lifepath Index 2060 K | Other securities | — | — | $164K | 13.8% | |
| Blackrock Lifepath Index 2045 K | Other securities | — | — | $146K | 12.3% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $100K | 8.4% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $100K | 8.4% | |
| Blackrock Lifepath Index 2055 K | Other securities | — | — | $95K | 8.0% | |
| Blackrock Lifepath Index 2050 K | Other securities | — | — | $84K | 7.1% | |
| Blackrock Lifepath Index 2065 K | Other securities | — | — | $64K | 5.4% | |
| Blackrock Lifepath Index 2040 K | Other securities | — | — | $58K | 4.9% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $42K | 3.5% | |
| ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $32K | 2.7% | |
| Blackrock Lifepath Index 2035 K | Other securities | — | — | $26K | 2.2% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $18K | 1.5% | |
| 10.5%, Maturing Through December 2028 - | Bonds / Notes | — | — | $14K | 1.2% | |
| RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 000 | Common Collective Trust | — | — | $10K | 0.8% | |
| Blackrock Lifepath Index 2030 K | Other securities | — | — | $7K | 0.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $6K | 0.5% | |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | Common Stocks | — | — | $4K | 0.4% | |
| Blackrock Lifepath Index Retirement K | Other securities | — | — | $3K | 0.2% | |
| Mirova Global Sustainable Equity N | Other securities | — | — | $3K | 0.2% | |
| RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 000 | Common Collective Trust | — | — | $1K | 0.1% | |
| RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 000 | Common Collective Trust | — | — | $1K | 0.1% | |
| RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 000 | Common Collective Trust | — | — | $1K | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $22 | <0.1% |
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 |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK LL | — | ST LOUIS, MO | INVESTMENT ADVISOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES INC | — | WOODCLIFF LAKE, NJ | CONTRACT ADMIN | $4K | — |
