Benjamin Bishop signed The Smith Center for Performing's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Smith Center for Performing's EIN is 88-0361875.
Download the official 2024 Form 5500 (PDF) for The Smith Center for Performing from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Smith Center for Performing'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 | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.1M | 13.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $956K | 12.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $887K | 11.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $697K | 9.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $667K | 8.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $558K | 7.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $550K | 7.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $526K | 6.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $355K | 4.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $242K | 3.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $212K | 2.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $193K | 2.5% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $144K | 1.9% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $131K | 1.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $95K | 1.2% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $76K | 1.0% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $74K | 1.0% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $61K | 0.8% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $60K | 0.8% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $27K | 0.4% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $7K | <0.1% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $6K | <0.1% | |
| BARON GRTH INSTL | Registered Investment Companies | — | — | $4K | <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 |
| $25K |
| — |
