Angie Moncrief signed Southern Medical Technologies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Medical Technologies LLC's EIN is 84-2686774.
Download the official 2024 Form 5500 (PDF) for Southern Medical Technologies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Medical Technologies LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date R5E Mutual fund a | Mutual Funds | — | — | $959K | 19.7% | |
| American Funds 2045 Target Date R5E Mutual fund a | Mutual Funds | — | — | $768K | 15.8% | |
| American Funds 2035 Target Date R5E Mutual fund a | Mutual Funds | — | — | $709K | 14.6% | |
| American Funds 2050 Target Date R5E Mutual fund a | Mutual Funds | — | — | $623K | 12.8% | |
| American Funds 2030 Target Date R5E Mutual fund a | Mutual Funds | — | — | $555K | 11.4% | |
| American Funds 2055 Target Date R5E Mutual fund a | Mutual Funds | — | — | $339K | 7.0% | |
| American Funds 2060 Target Date R5E Mutual fund a | Mutual Funds | — | — | $325K | 6.7% | |
| American Funds 2025 Target Date R5E Mutual fund a | Mutual Funds | — | — | $296K | 6.1% | |
| to 8.50%, various maturities -0- | Bonds / Notes | — | — | $84K | 1.7% | |
| JPMorgan U.S. Equity I Mutual fund a | Other securities | — | — | $32K | 0.7% | |
| BlackRock Technology Opportunities I Mutual fund a | Other securities | — | — | $26K | 0.5% | |
| American Funds 2020 Target Date R5E Mutual fund a | Mutual Funds | — | — | $24K | 0.5% | |
| Principal Real Estate Securities R5 Mutual fund a | Other securities | — | — | $22K | 0.5% | |
| Diamond Hill Large Cap Y Mutual fund a | Other securities | — | — | $21K | 0.4% | |
| BlackRock Mid Cap Growth Equity K Mutual fund a | Other securities | — | — | $14K | 0.3% | |
| Fidelity Mid Cap Index Mutual fund a | Mutual Funds | — | — | $14K | 0.3% | |
| Fidelity Advisor Worldwide I Mutual fund a | Mutual Funds | — | — | $13K | 0.3% | |
| Fidelity Advisor Growth Opportunties Z Mutual fund a | Mutual Funds | — | — | $12K | 0.2% | |
| Fidelity Advisor Small Cap Value I Mutual fund a | Mutual Funds | — | — | $12K | 0.2% | |
| Calamos Evolving World Growth I Mutual fund a | Other securities | — | — | $10K | 0.2% | |
| Allspring Special Mid Cap Value R6 Mutual fund a | Other securities | — | — | $9K | 0.2% | |
| Fidelity Government Money Market Mutual fund a | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
