Sarah Karalius signed Daniels Sharpsmart, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Daniels Sharpsmart, Inc.'s EIN is 84-1617227.
Download the official 2024 Form 5500 (PDF) for Daniels Sharpsmart, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Daniels Sharpsmart, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $119K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2045 Fund | Other securities | — | — | $2.3M | 15.2% | |
| BlackRock LifePath Index 2055 Fund | Other securities | — | — | $1.8M | 12.0% | |
| BlackRock LifePath Index 2035 Fund | Other securities | — | — | $1.6M | 11.1% | |
| BlackRock LifePath Index 2050 Fund | Other securities | — | — | $1.5M | 10.3% | |
| BlackRock LifePath Index 2060 Fund | Other securities | — | — | $1.5M | 10.0% | |
| BlackRock LifePath Index 2030 Fund | Other securities | — | — | $1.3M | 8.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 8.0% | |
| BlackRock LifePath Index 2040 Fund | Other securities | — | — | $1.0M | 6.9% | |
| BlackRock LifePath Index Retirement Fund | Other securities | — | — | $863K | 5.8% | |
| Loans to Participants * Plan participants Notes receivable from participants (interest rates ranging from 4.25% to 9.50% with various maturities) | Bonds / Notes | — | — | $313K | 2.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $217K | 1.5% | |
| American Funds EuroPacific Fund | Mutual Funds | — | — | $193K | 1.3% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $167K | 1.1% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $165K | 1.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $137K | 0.9% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $126K | 0.8% | |
| BlackRock Mid-Cap Growth Equity Fund | Other securities | — | — | $125K | 0.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $110K | 0.7% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $99K | 0.7% | |
| BlackRock LifePath Index 2065 Fund | Other securities | — | — | $73K | 0.5% | |
| SMALL CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $31K | 0.2% | |
| Ceredex Mid Cap Value Equity Fund | Other securities | — | — | $22K | 0.1% | |
| Macquarie Small Cap Value Fund | Other securities | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ONEDIGITAL INVESTMENT ADVISORS LLC |
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $16K |
| — |
| WINTRUST INVESTMENTS LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $15K | — |
