Tabatha Luker signed Smith Power Products, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith Power Products, Inc.'s EIN is 87-0253588.
Download the official 2024 Form 5500 (PDF) for Smith Power Products, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith Power Products, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FA Freedom 2030 I Mutual fund N/A | Other securities | — | — | $3.4M | 10.5% | |
| FA Freedom 2045 I Mutual fund N/A | Other securities | — | — | $3.1M | 9.8% | |
| Janus Henderson Balanced Fund Mutual fund N/A | Mutual Funds | — | — | $2.9M | 9.1% | |
| FA Freedom 2050 I Mutual fund N/A | Mutual Funds | — | — | $2.7M | 8.5% | |
| FA Freedom 2035 I Mutual fund N/A | Other securities | — | — | $2.6M | 8.0% | |
| Fid 500 Ind Mutual fund N/A | Mutual Funds | — | — | $1.7M | 5.3% | |
| FA Freedom 2040 I Mutual fund N/A | Other securities | — | — | $1.5M | 4.7% | |
| Fidelity Adv Large Cap I Mutual fund N/A | Mutual Funds | — | — | $1.5M | 4.6% | |
| FA Freedom 2020 I Mutual fund N/A | Other securities | — | — | $1.4M | 4.3% | |
| FA Freedom 2025 I Mutual fund N/A | Other securities | — | — | $1.3M | 4.1% | |
| FA Freedom 2055 I Mutual fund N/A | Other securities | — | — | $1.2M | 3.8% | |
| FA Freedom 2060 I Mutual fund N/A | Other securities | — | — | $901K | 2.8% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $770K | 2.4% | |
| Vanguard US Growth Fund Adm Mutual fund N/A | Mutual Funds | — | — | $727K | 2.3% | |
| MFS Mid Cap Value Fund - R6 Mutual fund N/A | Mutual Funds | — | — | $639K | 2.0% | |
| Fidelity Advisor Strat Inc I Mutual fund N/A | Mutual Funds | — | — | $596K | 1.9% | |
| FA Freedom Income I Mutual fund N/A | Other securities | — | — | $594K | 1.8% | |
| Fid Mid Cap Index Mutual fund N/A | Mutual Funds | — | — | $557K | 1.7% | |
| Fid Samll Cap Ind Mutual fund N/A | Mutual Funds | — | — | $548K | 1.7% | |
| American Beacon Lg Cap Val R6 Mutual fund N/A | Other securities | — | — | $545K | 1.7% | |
| AB Small Cap Growth Port Z Mutual fund N/A | Other securities | — | — | $526K | 1.6% | |
| Various maturity dates and interest rates ranging from * Participant loans 4.25% to 9.50% $ 0 | Bonds / Notes | — | — | $506K | 1.6% | |
| JPMorgan Mid Cap Growth R6 Mutual fund N/A | Other securities | — | — | $346K | 1.1% | |
| Fid Adv Hi Inocme Adv I Mutual fund N/A | Mutual Funds | — | — | $284K | 0.9% | |
| FIDELITY ADV CAPITAL & INC I | Registered Investment Companies | — | — | $284K | 0.9% | |
| Col Sm Cap V Fund II Mutual fund N/A | Other securities | — | — | $255K | 0.8% | |
| FA Freedom 2065 I Mutual fund N/A | Other securities | — | — | $177K | 0.5% | |
| Fid International Index Mutual fund N/A | Mutual Funds | — | — | $157K | 0.5% | |
| Invesco Dev Markets - Y Mutual fund N/A | Mutual Funds | — | — | $147K | 0.5% | |
| American Funds Europac Gro- R Mutual fund N/A | Mutual Funds | — | — | $133K | 0.4% | |
| Blk Total Return Inst Mutual fund N/A | Other securities | — | — | $132K | 0.4% | |
| AC Inflation Adj Bond R6 Mutual fund N/A | Other securities | — | — | $112K | 0.3% | |
| Van International Value - Inv Mutual fund N/A | Other securities | — | — | $77K | 0.2% | |
| Fid US Bond Ind Mutual fund N/A | Mutual Funds | — | — | $52K | 0.2% | |
| FA Freedom 2010 I Mutual fund N/A | Other securities | — | — | $20K | <0.1% | |
| FA Freedom 2015 I Mutual fund N/A | Other securities | — | — | $5K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $52K |
| — |
