Cindy Moehring signed Smgha Nevada, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smgha Nevada, LLC's EIN is 87-1815815.
Download the official 2024 Form 5500 (PDF) for Smgha Nevada, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smgha Nevada, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retrmnt 2040 Fund | Mutual Funds | — | — | $1.4M | 14.3% | |
| Fidelity: Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 12.3% | |
| Vanguard Target Retrmnt 2035 Fund | Mutual Funds | — | — | $920K | 9.1% | |
| Vanguard Target Retrmnt 2030 Fund | Mutual Funds | — | — | $877K | 8.7% | |
| Vanguard Target Retrmnt 2045 Fund | Mutual Funds | — | — | $784K | 7.8% | |
| Dodge & Cox: Dodge & Cox Inc I Fund | Mutual Funds | — | — | $730K | 7.2% | |
| Vanguard: Vanguard Target Retrmnt 2025 Fund | Mutual Funds | — | — | $653K | 6.5% | |
| Vanguard Target Retrmnt Inc Fund | Mutual Funds | — | — | $469K | 4.6% | |
| Vanguard Target Retrmnt 2050 Fund | Mutual Funds | — | — | $426K | 4.2% | |
| Participants Notes Receivable with interest rates of 5.75% to 9.50% | Bonds / Notes | — | — | $327K | 3.2% | |
| Participant Loans* Secured, 5.75% - 9.50%, maturing through 2029 | Bonds / Notes | — | — | $327K | 3.2% | |
| Vanguard Target Retrmnt 2055 Fund | Mutual Funds | — | — | $295K | 2.9% | |
| American Funds American Funds EuroPacific Gr R5E Fund | Mutual Funds | — | — | $292K | 2.9% | |
| MFS New Discovery Value R3 Fund | Mutual Funds | — | — | $222K | 2.2% | |
| JP Morgan JP Morgan Mid Cap Eq R6 Fund | Other securities | — | — | $209K | 2.1% | |
| Harbor Small Cap Gr Instl | Other securities | — | — | $206K | 2.0% | |
| American Century American Century Gr A Fund | Other securities | — | — | $200K | 2.0% | |
| Fidelity Lg Cap Stock Fund | Mutual Funds | — | — | $197K | 2.0% | |
| Transamerica Retirement Solution Co * Stabled Pooled-Inv Cl | Common Collective Trusts | — | — | $182K | 1.8% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $182K | 1.8% | |
| Vanguard Target Retrmnt 2060 | Mutual Funds | — | — | $140K | 1.4% | |
| Dodge & Cox Intnl Stock I Fund | Mutual Funds | — | — | $126K | 1.2% | |
| Baron Real Estate Instl Fund | Other securities | — | — | $54K | 0.5% | |
| Vanguard Target Retrmnt 2065 Inv | Mutual Funds | — | — | $51K | 0.5% | |
| State Street State Street Instl US Govt Money Market Premier Fund | Mutual Funds | — | — | $38K | 0.4% | |
| BNY Mellon Natural Resources I | 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.
