Jaclyn Groendyke signed Smartstop Storage Advisors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smartstop Storage Advisors, LLC's EIN is 83-4447046.
Download the official 2024 Form 5500 (PDF) for Smartstop Storage Advisors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smartstop Storage Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY FID 500 INDEX | Common Collective Trusts | — | — | $2.9M | 24.8% | |
| AMERICAN FUNDS AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $1.3M | 11.1% | |
| AMERICAN FUNDS AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $1.2M | 10.3% | |
| JP MORGAN JPM US GOVT MM INST | Other securities | — | — | $1.2M | 9.8% | |
| AMERICAN FUNDS AF TRGT DATE 2035 R6 | Mutual Funds | — | — | $929K | 7.9% | |
| AMERICAN FUNDS AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $750K | 6.4% | |
| AMERICAN FUNDS AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $642K | 5.4% | |
| AMERICAN FUNDS AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $456K | 3.9% | |
| FIDELITY FID INTL INDEX | Mutual Funds | — | — | $301K | 2.6% | |
| AMERICAN FUNDS AF TRGT DATE 2060 R6 | Mutual Funds | — | — | $284K | 2.4% | |
| JP MORGAN JPM LG CAP GROWTH R6 | Other securities | — | — | $276K | 2.3% | |
| AMERICAN FUNDS AF INTL VANTAGE R6 | Mutual Funds | — | — | $206K | 1.7% | |
| FIDELITY FID MID CAP IDX | Common Collective Trusts | — | — | $193K | 1.6% | |
| FIDELITY FID SM CAP IDX | Common Collective Trusts | — | — | $157K | 1.3% | |
| maturing through 2031 | Other securities | — | — | $142K | 1.2% | |
| PGIM HIGH YIELD R6 ** 94 PRINCIPAL PIF REAL EST SEC R6 | Other securities | — | — | $126K | 1.1% | |
| FIDELITY FID US BOND IDX | Common Collective Trusts | — | — | $112K | 0.9% | |
| SYCAMORE CAPITAL VICTORY S EST VAL R6 | Other securities | — | — | $100K | 0.8% | |
| MASSACHUSETTES FINANCIAL SERVICES MFS NEW DISCOVERY R6 | Mutual Funds | — | — | $95K | 0.8% | |
| DODGE & COX DODGE & COX INCOME | Mutual Funds | — | — | $93K | 0.8% | |
| ALLSPRING AS SPL SM CAP VAL R6 ** $ | Other securities | — | — | $84K | 0.7% | |
| COLUMBIA THREADNEEDLE COL DIVIDEND INC I3 | Common Stocks | — | — | $64K | 0.5% | |
| AMERICAN FUNDS AF NEW WORLD R6 | Mutual Funds | — | — | $55K | 0.5% | |
| AMERICAN FUNDS AF TRGT DATE 2065 R6 | Mutual Funds | — | — | $35K | 0.3% | |
| AMERICAN FUNDS AF TRGT DATE 2020 R6 | Mutual Funds | — | — | $34K | 0.3% | |
| AMERICAN FUNDS AF TRGT DATE 2010 R6 | Mutual Funds | — | — | $30K | 0.3% | |
| AMERICAN FUNDS AF TRGT DATE 2025 R6 | Mutual Funds | — | — | $22K | 0.2% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $4K | <0.1% | |
| MASSACHUSETTES FINANCIAL SERVICES MFS MID CAP GRTH R6 | Mutual Funds | — | — | $3K | <0.1% | |
| FIDELITY FID GOVT MMKT | Mutual Funds | — | — | $2K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
