Lydia DAHL signed Smartlam NA's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smartlam NA's EIN is 84-3161868.
Download the official 2024 Form 5500 (PDF) for Smartlam NA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smartlam NA'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE AGENCY INC | 33-0785439 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $516K | 18.9% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $340K | 12.4% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $231K | 8.4% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $228K | 8.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $219K | 8.0% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $202K | 7.4% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $161K | 5.9% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $119K | 4.4% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $106K | 3.9% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $95K | 3.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $50K | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $40K | 1.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $37K | 1.4% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $37K | 1.3% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $35K | 1.3% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $31K | 1.1% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $31K | 1.1% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $30K | 1.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $29K | 1.1% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $28K | 1.0% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $26K | 1.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $21K | 0.8% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $18K | 0.7% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $16K | 0.6% | |
| COLUMBIA EMERGING MKTS - I3 | Registered Investment Companies | — | — | $6K | 0.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $6K | 0.2% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
