Michelle Shaw signed Smarthealth, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smarthealth, Inc.'s EIN is 86-0225261.
Download the official 2024 Form 5500 (PDF) for Smarthealth, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smarthealth, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGE ADVISORY GROUP | 33-0818667 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
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 | |||||
|---|---|---|---|---|---|---|
| 19 JP MORGAN JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $5.5M | 17.8% | |
| AMERICAN FUNDS TRGTDT 2025 R6 Registered Investment Company | Mutual Funds | — | — | $4.3M | 13.9% | |
| VANGUARD 500 INDEX ADMIRAL Registered Investment Company | Common Collective Trusts | — | — | $3.1M | 9.9% | |
| 8 AMERICAN FUNDS AMERICAN FDS TRGT DATE RET 2035 R6 | Mutual Funds | — | — | $2.7M | 8.6% | |
| 7 AMERICAN FUNDS AMERICAN FDS TRGT DATE RET 2030 R6 | Mutual Funds | — | — | $1.7M | 5.6% | |
| SELF DIRECTED BROKERAGE 25 N/A PERSONAL CHOICE RETIREMENT | Self-Directed Brokerage | — | — | $1.6M | 5.3% | |
| 12 AMERICAN FUNDS AMERICAN FUNDS TRGT DATE RET 2040 R6 | Mutual Funds | — | — | $1.6M | 5.1% | |
| 10 AMERICAN FUNDS AMERICAN FDS TRGT DATE RET 2050 R6 | Mutual Funds | — | — | $1.2M | 4.0% | |
| 9 AMERICAN FUNDS AMERICAN FDS TRGT DATE RET 2045 R6 | Mutual Funds | — | — | $974K | 3.1% | |
| 22 VANGUARD MID CAP INDEX FUND ADMIRAL | Common Collective Trusts | — | — | $967K | 3.1% | |
| 16 DFA US LARGE CAP VALUE PORT INSTL | Mutual Funds | — | — | $700K | 2.3% | |
| 26 VANGUARD CASH RESERVES FED MM ADMIR | Mutual Funds | — | — | $659K | 2.1% | |
| 20 MASS MUTUAL MASSMUTUAL SLCT MID CAP GRWTH FD I | Other securities | — | — | $646K | 2.1% | |
| 2 AMERICAN FUNDS AMERICAN FD 2060 TARGTDATE RTRMT R6 | Mutual Funds | — | — | $635K | 2.0% | |
| 1 AMERICAN FUNDS AMERICAN FD 2055 TARGET DATE RET R6 | Mutual Funds | — | — | $574K | 1.9% | |
| 18 FIDELITY INTL INDEX FD | Mutual Funds | — | — | $538K | 1.7% | |
| 5 AMERICAN FUNDS AMERICAN FDS TRGT DATE RET 2020 R6 | Mutual Funds | — | — | $451K | 1.5% | |
| 23 VANGUARD SHORT TERM INFL PROT ADM | Mutual Funds | — | — | $352K | 1.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $351K | 1.1% | |
| 11 AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC GROWTH R6 | Mutual Funds | — | — | $323K | 1.0% | |
| 21 PIMCO INVESTMENTS PIMCO INCM FD INST CL | Mutual Funds | — | — | $318K | 1.0% | |
| 13 BAIRD AGGREGATE BD INST | Other securities | — | — | $266K | 0.9% | |
| 15 DFA INTL SMALL CO PORT INSTL | Mutual Funds | — | — | $211K | 0.7% | |
| 17 DFA US SMALL CAP PORT INSTL | Mutual Funds | — | — | $205K | 0.7% | |
| PARTICIPANT LOANS INTEREST RATES RANGING FROM 4.25% TO 9.50% - | Bonds / Notes | — | — | $194K | 0.6% | |
| 4 AMERICAN FUNDS AMERICAN FDS TRGT DATE RET 2015 R6 | Mutual Funds | — | — | $186K | 0.6% | |
| 14 DFA EMERG MKTS CORE EQTY PORT INSTL | Mutual Funds | — | — | $164K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $298 |
| — |
