VU TRAN signed SMP Acquisition Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMP Acquisition Co.'s EIN is 83-0654294.
Download the official 2024 Form 5500 (PDF) for SMP Acquisition Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMP Acquisition Co.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES | 91-1802259 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Value Index Admiral Fund 8 505 Vanguard 500 Index Admiral Fund 882 | Common Collective Trusts | — | — | $479K | 14.5% | |
| PRIN LIFETIME 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $9K | $472K | 14.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $7K | $374K | 11.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $7K | $370K | 11.2% | |
| REGISTERED INVESTMENT COMPANIES American Funds American Balanced R6 | Mutual Funds | — | $9K | $325K | 9.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $9K | $231K | 7.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $5K | $219K | 6.7% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $3K | $123K | 3.7% | |
| * Principal Fixed Income Guaranteed Option | Insurance Contracts | — | — | $110K | 3.3% | |
| Vanguard Mid Cap Index Admiral Fund 258 | Mutual Funds | — | — | $84K | 2.6% | |
| PRIN LIFETIME 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $2K | $83K | 2.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $2K | $59K | 1.8% | |
| Vanguard Small Cap Index Admiral Fund 420 | Mutual Funds | — | — | $48K | 1.5% | |
| Blackrock Health Sciences Opps K 634 | Other securities | — | — | $43K | 1.3% | |
| American Funds New World R6 549 | Mutual Funds | — | — | $42K | 1.3% | |
| Fidelity Adv Tech Z Fund 307 Lord Abbett Bond Debenture R6 | U.S. Treasuries | — | $5K | $32K | 1.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $1K | $18K | 0.6% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $18K | 0.5% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $11K | 0.3% | |
| Vanguard Small Cap Value Index Admiral Fund 44 | Mutual Funds | — | — | $4K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral Fund 15 | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Mid Cap Value Index Admiral Fund 16 | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $607 | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $36 | <0.1% |
