Douglas Ward signed Smith Gardens, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Smith Gardens, Inc.'s EIN is 91-1056759.
Download the official 2024 Form 5500 (PDF) for Smith Gardens, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Smith Gardens, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT ADVISORY | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 12.3% | |
| PRINCIPAL LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.6M | 12.0% | |
| PRINCIPAL LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 9.3% | |
| PRINCIPAL LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 8.4% | |
| Vanguard 500 Index Admiral Fd Mutual Fund | Common Collective Trusts | — | — | $861K | 6.5% | |
| JP Morgan Large Cap Gr R6 Fd Mutual Fund | Other securities | — | — | $753K | 5.7% | |
| PRINCIPAL LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $726K | 5.5% | |
| PRINCIPAL LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $699K | 5.3% | |
| PRINCIPAL LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $535K | 4.1% | |
| PRINCIPAL LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $535K | 4.1% | |
| PIMCO Income Institutional Fd Mutual Fund | Mutual Funds | — | — | $522K | 4.0% | |
| Vanguard Explorer Admiral Fund Mutual Fund | Mutual Funds | — | — | $422K | 3.2% | |
| Vgd Ttl Intl Stk Idx Adm Fd Mutual Fund | Common Collective Trusts | — | — | $291K | 2.2% | |
| Vanguard Mid Cap Index Adm Fd Mutual Fund | Mutual Funds | — | — | $288K | 2.2% | |
| Prin Fixed Inc Guar Option Guaranteed Investment Contract ** | Stable Value | — | — | $282K | 2.1% | |
| PRINCIPAL LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $257K | 2.0% | |
| American Fds WshMut Inv R6 Fd Mutual Fund | Other securities | — | — | $247K | 1.9% | |
| PRINCIPAL LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $230K | 1.7% | |
| Vanguard Sm Cap Index Adm Fund Mutual Fund | Mutual Funds | — | — | $229K | 1.7% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd Mutual Fund | Common Collective Trusts | — | — | $226K | 1.7% | |
| DFA US Targeted Value I Fund Mutual Fund | Mutual Funds | — | — | $206K | 1.6% | |
| PRINCIPAL LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $92K | 0.7% | |
| Am Fds Bd Fd of Am R6 Fd Mutual Fund | Other securities | — | — | $83K | 0.6% | |
| MFS Intl Diversification R6 Fd Mutual Fund | Mutual Funds | — | — | $63K | 0.5% | |
| DFA Global Real Estate Sc I Fd Mutual Fund | Mutual Funds | — | — | $54K | 0.4% | |
| PRINCIPAL LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $16K | 0.1% | |
| PRINCIPAL LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $355 | <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 |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS, PC | 26-1570786 | — | OTHER SERVICES | $0 | — |
