Jenifer Ward signed Homesmart Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Homesmart Services, LLC's EIN is 85-3872813.
Download the official 2024 Form 5500 (PDF) for Homesmart Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Homesmart Services, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing.
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 | $18K | — |
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 Freedom 2035 Fund Mutual Funds | Mutual Funds | — | — | $734K | 13.7% | |
| Fidelity Freedom 2045 Fund Mutual Funds | Mutual Funds | — | — | $664K | 12.4% | |
| Fidelity Freedom 2040 Fund Mutual Funds | Mutual Funds | — | — | $527K | 9.8% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $480K | 8.9% | |
| Fidelity Freedom 2055 Fund Mutual Funds | Mutual Funds | — | — | $390K | 7.3% | |
| Fidelity Freedom 2050 Fund Mutual Funds | Mutual Funds | — | — | $375K | 7.0% | |
| Fidelity Blue Chip Growth Fund Mutual Funds | Mutual Funds | — | — | $286K | 5.3% | |
| Fidelity Freedom 2030 Fund Mutual Funds | Mutual Funds | — | — | $271K | 5.1% | |
| Fidelity Freedom 2025 Fund Mutual Funds | Mutual Funds | — | — | $255K | 4.8% | |
| Fidelity Freedom 2060 Fund Mutual Funds | Mutual Funds | — | — | $251K | 4.7% | |
| Fidelity Government Money Market Fund Money market funds 717 * Participant Loans Interest rates from 5.00% to 9.50% $0 | Mutual Funds | — | — | $188K | 3.5% | |
| AM Amer Mutual Fund Mutual Funds | Other securities | — | — | $141K | 2.6% | |
| Fidelity Freedom 2065 Fund Mutual Funds | Mutual Funds | — | — | $99K | 1.8% | |
| Fidelity Total Bond Fund Mutual Funds | Mutual Funds | — | — | $92K | 1.7% | |
| Fidelity Global EX US Index Fund Mutual Funds | Common Collective Trusts | — | — | $91K | 1.7% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $81K | 1.5% | |
| MFS Mid Cap Value Fund Mutual Funds | Mutual Funds | — | — | $78K | 1.5% | |
| Fidelity International Cap Appr Fund Mutual Funds | Mutual Funds | — | — | $69K | 1.3% | |
| Fidelity US Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $61K | 1.1% | |
| AF New World Fund Mutual Funds | Other securities | — | — | $46K | 0.9% | |
| JPM Government Bond Fund Mutual Funds | U.S. Treasuries | — | — | $42K | 0.8% | |
| AS SPL Small Cap Value Fund Mutual Funds | Other securities | — | — | $39K | 0.7% | |
| MFS Mid Cap Growth Fund Mutual Funds | Mutual Funds | — | — | $31K | 0.6% | |
| Fidelity Small Cap Fund Mutual Funds | Mutual Funds | — | — | $21K | 0.4% | |
| Fidelity Freedom 2020 Fund Mutual Funds | Mutual Funds | — | — | $19K | 0.4% | |
| Fidelity Inflation PR Bond Fund Mutual Funds | Mutual Funds | — | — | $17K | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $10K | 0.2% | |
| AM Cent Small Cap Growth Fund Mutual Funds | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
