Spurwink Services, Inc.'s EIN is 01-0319802.
Download the official 2023 Form 5500 (PDF) for Spurwink Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Spurwink Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEATH FINANCIAL NETWORK | 04-2675571 | — | NONE | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Reliance Trust Schwab Total Stock Market Index | Common Collective Trusts | — | — | $9.1M | 29.1% | |
| Reliance Trust Vanguard Total Bond Market Index | Mutual Funds | — | — | $5.7M | 18.4% | |
| Reliance Trust Standard Stable Asset Fund | Other securities | — | — | $3.7M | 11.9% | |
| Reliance Trust Fidelity Inter Index Fund | Common Collective Trusts | — | — | $2.9M | 9.4% | |
| TIAA Traditional Annuity | Mutual Funds | — | — | $2.3M | 7.4% | |
| CREF Growth Fund | Mutual Funds | — | — | $1.2M | 3.9% | |
| CREF Stock Fund | Mutual Funds | — | — | $1.1M | 3.6% | |
| CREF Social Choice Fund | Mutual Funds | — | — | $1.0M | 3.3% | |
| Reliance Trust American Century Small Cap Value Fund 477 * Reliance Trust BlackRock S&P 500 Stock | Common Collective Trusts | — | — | $805K | 2.6% | |
| CREF Equity Index Fund | Common Collective Trusts | — | — | $454K | 1.5% | |
| CREF Global Equities Fund | Mutual Funds | — | — | $437K | 1.4% | |
| Receivable through 2029 - 0 - | Other securities | — | — | $357K | 1.1% | |
| Reliance Trust Fidelity Advisor Equity Growth Fund | Mutual Funds | — | — | $351K | 1.1% | |
| Reliance Trust Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $297K | 0.9% | |
| Reliance Trust Virtus KAR Mid Cap Growth Fund | Other securities | — | — | $247K | 0.8% | |
| Reliance Trust Vanguard Equity-Income | Mutual Funds | — | — | $225K | 0.7% | |
| Reliance Trust MFS Mid Cap Value | Mutual Funds | — | — | $199K | 0.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $150K | 0.5% | |
| Reliance Trust BlackRock Mid Cap Index Fund | Common Collective Trusts | — | — | $148K | 0.5% | |
| CREF Core Bond | Mutual Funds | — | — | $84K | 0.3% | |
| Reliance Trust Parnassus Core Equity Institutional | Other securities | — | — | $82K | 0.3% | |
| Reliance Trust BlackRock Small Cap Index | Other securities | — | — | $51K | 0.2% | |
| Reliance Trust MFS Research International | Mutual Funds | — | — | $29K | <0.1% | |
| CREF Money Market Fund | Mutual Funds | — | — | $24K | <0.1% | |
| CREF Inflation-Linked Bond Fund | Mutual Funds | — | — | $24K | <0.1% | |
| Reliance Trust American Funds New World | Mutual Funds | — | — | $15K | <0.1% | |
| Reliance Trust American Funds American Balanced | Mutual Funds | — | — | $15K | <0.1% | |
| Reliance Trust American Funds American High Income R6 | Mutual Funds | — | — | $15K | <0.1% | |
| Reliance Trust Cohen & Steers Realty Income | Other securities | — | — | $12K | <0.1% | |
| Reliance Trust AB Small Cap Growth Portfolio | Other securities | — | — | $10K | <0.1% | |
| Reliance Trust BlackRock Total Return Institutional | Other securities | — | — | $10K | <0.1% | |
| Reliance Trust Victory Trivalent International | Other securities | — | — | $3K | <0.1% | |
| Reliance Trust Prudential Global Total Return | 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.
