TARA Evans, for TAG Resources signed Smart Retirement Solutions, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smart Retirement Solutions, Inc.'s EIN is 88-1526902.
Download the official 2023 Form 5500 (PDF) for Smart Retirement Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Smart Retirement Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 62-1874769 | — | RECORD KEEPER | $112K | — |
| TRANSAMERICA FINANCIAL LIFE INS | 36-6071399 | — | RECORD KEEPER | $107K | — |
| TRNASAMERICA LIFE INSURANCE CO | 39-0989781 | — | RECORD KEEPER | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET TARGET RET 2045 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 081 | Pooled Separate Account | — | — | $8.0M | 8.7% | |
| STATE STREET TARGET RET 2050 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 082 | Pooled Separate Account | — | — | $6.2M | 6.8% | |
| STATE STREET TARGET RET 2035 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 079 | Pooled Separate Account | — | — | $6.2M | 6.8% | |
| Transamerica Financial Life | Other securities | — | — | $6.0M | 6.5% | |
| STATE STREET TARGET RET 2040 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 080 | Pooled Separate Account | — | — | $5.4M | 5.9% | |
| STATE STREET TARGET RET 2030 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 078 | Pooled Separate Account | — | — | $5.3M | 5.8% | |
| STATE STREET TARGET RET 2025 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 077 | Pooled Separate Account | — | — | $4.2M | 4.6% | |
| STATE STREET SECCOURSE 2040 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 419 | Pooled Separate Account | — | — | $3.7M | 4.1% | |
| STATE STREET TARGET RET 2055 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 083 | Pooled Separate Account | — | — | $3.1M | 3.4% | |
| STATE STREET SECCOURSE 2035 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 418 | Pooled Separate Account | — | — | $3.0M | 3.3% | |
| STATE STREET SECCOURSE 2045 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 420 | Pooled Separate Account | — | — | $3.0M | 3.3% | |
| STATE STREET SECCOURSE 2055 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 422 | Pooled Separate Account | — | — | $3.0M | 3.3% | |
| STATE STREET SECCOURSE 2050 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 421 | Pooled Separate Account | — | — | $2.8M | 3.1% | |
| STATE STREET S&P 500 INDEX CLASS II TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 405 | Pooled Separate Account | — | — | $2.8M | 3.1% | |
| STATE STREET TARGET RET 2060 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 084 | Pooled Separate Account | — | — | $2.6M | 2.9% | |
| Transamerica American Funds Fundamental Investors Retirement Account | Mutual Funds | — | — | $2.5M | 2.7% | |
| AMERICAN FUNDS FUNDMNTL INVST RET O TRANSAMERICA FINANCIAL LIFE INS CO · EIN 39-0989781 / PN 843 | Pooled Separate Account | — | — | $2.5M | 2.7% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 410 | Pooled Separate Account | — | — | $2.4M | 2.6% | |
| STATE STREET SECCOURSE 2025 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 416 | Pooled Separate Account | — | — | $1.9M | 2.1% | |
| STATE STREET SECCOURSE 2030 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 417 | Pooled Separate Account | — | — | $1.5M | 1.6% | |
| STATE STREET SECCOURSE 2060 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 423 | Pooled Separate Account | — | — | $1.3M | 1.5% | |
| STATE STREET TARGET RET 2020 RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 076 | Pooled Separate Account | — | — | $1.2M | 1.3% | |
| STATE STREET SECCOURSE 2020 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 415 | Pooled Separate Account | — | — | $1.2M | 1.3% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $1.1M | 1.2% | |
| STATE STREET TARGET RET INC RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 074 | Pooled Separate Account | — | — | $925K | 1.0% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 407 | Pooled Separate Account | — | — | $910K | 1.0% | |
| STATE STREET TARGET RETIREMENT 2065 TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 289 | Pooled Separate Account | — | — | $672K | 0.7% | |
| STATE STREET GLOBAL ALL CAP EX US I TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 409 | Pooled Separate Account | — | — | $656K | 0.7% | |
| WESTERN ASSET CORE PLUS BOND RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 431 | Pooled Separate Account | — | — | $625K | 0.7% | |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $599K | 0.7% | |
| FIDELITY 500 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 135 | Pooled Separate Account | — | — | $593K | 0.6% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 935 | Pooled Separate Account | — | — | $447K | 0.5% | |
| FIDELITY U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 161 | Pooled Separate Account | — | — | $394K | 0.4% | |
| STATE STREET SECCOURSE 2065 BY TA R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 424 | Pooled Separate Account | — | — | $348K | 0.4% | |
| STATE STREET SECCOURSE INC BY TA RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 414 | Pooled Separate Account | — | — | $311K | 0.3% | |
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $300K | 0.3% | |
| STATE STREET U.S. BOND INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 413 | Pooled Separate Account | — | — | $238K | 0.3% | |
| Transamerica PIMCO Income Retirement Account | Mutual Funds | — | — | $208K | 0.2% | |
| PIMCO INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668 | Pooled Separate Account | — | — | $208K | 0.2% | |
| METROPOLITAN WEST TOTAL RET BD RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 772 | Pooled Separate Account | — | — | $200K | 0.2% | |
| Transamerica JPMorgan Equity Income Retirement Account | Other securities | — | — | $179K | 0.2% | |
| JPMORGAN EQT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $179K | 0.2% | |
| FIDELITY TOTAL INTERNTL INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 160 | Pooled Separate Account | — | — | $177K | 0.2% | |
| FIDELITY MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 138 | Pooled Separate Account | — | — | $110K | 0.1% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $103K | 0.1% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 502 | Pooled Separate Account | — | — | $86K | <0.1% | |
| DFA U.S. TARGETED VAL PORT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $83K | <0.1% | |
| FIDELITY SMALL CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 139 | Pooled Separate Account | — | — | $80K | <0.1% | |
| DFA GLOBAL REAL ESTATE SECURITIES R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 156 | Pooled Separate Account | — | — | $80K | <0.1% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $78K | <0.1% |
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 |
|---|---|---|---|---|---|
| LPL FINANCIAL | 95-2834236 | — | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL LLC | 83-1143379 | — | INVESTMENT ADV-PLAN | $4K | — |
| EQUITY RISK SOLUTIONS LLC | 84-3989040 | — | CONSULTING | $842 | — |
