Preston Morris signed Smith & Wesson Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith & Wesson Brands, Inc.'s EIN is 87-0543688.
Download the official 2024 Form 5500 (PDF) for Smith & Wesson Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith & Wesson Brands, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $201K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISORY | $35K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEYERS BROTHERS KALICKA, PC | 04-2713795 | — | AUDITOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prudential Stable Value Fund (1) | Stable Value | — | — | $28.9M | 11.2% | |
| American Funds American Fds Gr Fd of America R5E | Mutual Funds | — | — | $20.1M | 7.8% | |
| American Funds American Funds 2035 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $16.9M | 6.6% | |
| American Funds American Funds 2030 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $16.5M | 6.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $16.1M | 6.3% | |
| Fidelity Balanced (1) | Mutual Funds | — | — | $15.5M | 6.0% | |
| American Funds American Funds 2045 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $15.4M | 6.0% | |
| American Funds American Funds 2050 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $13.4M | 5.2% | |
| American Funds American Funds 2040 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $12.2M | 4.7% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $10.7M | 4.1% | |
| Invesco Diversified Dividend R5 (1) | Mutual Funds | — | — | $10.4M | 4.1% | |
| Legg Mason ClearBridge Appreciation A (1) | Other securities | — | — | $9.5M | 3.7% | |
| American Funds American Funds 2025 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $8.0M | 3.1% | |
| JPMorgan Core Bd I (1) | Other securities | — | — | $7.6M | 2.9% | |
| American Funds American Funds 2060 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $6.4M | 2.5% | |
| Participant notes receivable Loans bearing interest at rates ranging from 4.25% to 9.5%, to be repaid through 2030 – | Bonds / Notes | — | — | $6.4M | 2.5% | |
| Janus Henderson Enterprise T (1) | Mutual Funds | — | — | $5.5M | 2.1% | |
| MFS Intl Val R3 (1) | Mutual Funds | — | — | $4.8M | 1.9% | |
| Vanguard Small Cap Index Inst (1) | Mutual Funds | — | — | $4.7M | 1.8% | |
| JPMorgan Mid Cap Val L (1) | Other securities | — | — | $4.4M | 1.7% | |
| American Funds American Funds 2020 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $4.2M | 1.6% | |
| Vanguard GNMA Admiral (1) | Agency / Mortgage-Backed | — | — | $4.0M | 1.5% | |
| Fidelity Advisor Intl Gr I (1) | Mutual Funds | — | — | $3.3M | 1.3% | |
| Brandywine BrandywineGlbl High Yield IS (1) | Other securities | — | — | $3.3M | 1.3% | |
| American Funds American Funds 2065 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $2.2M | 0.9% | |
| GQG PARTNERS EMERG MARKETS EQUITY D RELIANCE TRUST COMPANY/NORTHERN TRUST · EIN 82-6258259 / PN 012 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| American Funds American Funds 2015 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $644K | 0.3% | |
| American Funds American Funds 2010 Trgt Dt Ret R6 (1) | Mutual Funds | — | — | $191K | <0.1% | |
| State Street Bank and Trust Company Diversified Cash Reserve (1) | Cash / Money Market | — | — | $113K | <0.1% |
