Dianna Hernandez signed SMBC Manubank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SMBC Manubank's EIN is 95-2221647.
Download the official 2024 Form 5500 (PDF) for SMBC Manubank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SMBC Manubank'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | — | PRINCETON, NJ | AUDITOR | $889 | — |
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 |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $56K | — |
| COHNREZNICK LLP | — | HARTFORD, CT | NONE | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Mutual Funds | — | — | $16.6M | 15.6% | |
| Fixed annuity contract * Massachusetts Mutual Life Insurance Company SAGIC Core Bond Fund I | Common Stocks | — | — | $12.6M | 11.9% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $10.9M | 10.3% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $6.2M | 5.8% | |
| Janus Henderson Janus Henderson Enterprise Fund | Mutual Funds | — | — | $6.0M | 5.6% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $5.7M | 5.4% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $5.6M | 5.2% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $5.3M | 5.0% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $5.2M | 4.9% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $4.7M | 4.4% | |
| ROBECO BP LARGE CAP VAL EQTY (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 786 | Pooled Separate Account | — | — | $4.4M | 4.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $3.8M | 3.5% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $2.8M | 2.6% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $2.1M | 2.0% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.9% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $2.0M | 1.8% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $1.6M | 1.5% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.4% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.2M | 1.1% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.0% | |
| DFA US Small Cap Value Fund | Mutual Funds | — | — | $778K | 0.7% | |
| dates, secured by participant account balance | Other securities | — | — | $749K | 0.7% | |
| American Century Investments American Century Mid Cap Value Fund | Other securities | — | — | $720K | 0.7% | |
| Vanguard FTSE Social Index Admiral Fund | Mutual Funds | — | — | $602K | 0.6% | |
| MassMutual Small Cap Growth Equity Fund | Other securities | — | — | $406K | 0.4% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $386K | 0.4% | |
| MassMutual US Government Money Market Fund | Cash / Money Market | — | — | $114K | 0.1% | |
| ROBECO BP LARGE CAP VAL EQ (IS PLAT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 786 | Pooled Separate Account | — | — | $0 | <0.1% |
