Lorrie Mailhot signed Spencer Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spencer Technologies, Inc.'s EIN is 05-0499679.
Download the official 2024 Form 5500 (PDF) for Spencer Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spencer Technologies, Inc.'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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKLAND TRUST CO. | 04-1782600 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.4M | 12.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.3M | 11.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 10.3% | |
| STATE ST TARGET RETIRE 2040 K | Registered Investment Companies | — | — | $757K | 6.9% | |
| BLACKROCK 80 20 TARGET ALLOC K | Registered Investment Companies | — | — | $737K | 6.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $712K | 6.5% | |
| STATE ST TARGET RETIRE 2035 K | Registered Investment Companies | — | — | $477K | 4.4% | |
| STATE ST TARGET RETIRE 2025 K | Registered Investment Companies | — | — | $393K | 3.6% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $377K | 3.4% | |
| STATE ST TARGET RETIRE 2030 K | Registered Investment Companies | — | — | $347K | 3.2% | |
| STATE ST TARGET RETIRE 2045 K | Registered Investment Companies | — | — | $328K | 3.0% | |
| STATE ST TARGET RETIRE 2055 K | Registered Investment Companies | — | — | $308K | 2.8% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $291K | 2.7% | |
| BLACKROCK 60 40 TARGET ALLOC K | Registered Investment Companies | — | — | $246K | 2.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $201K | 1.8% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $200K | 1.8% | |
| STATE ST TARGET RETIRE 2050 K | Registered Investment Companies | — | — | $179K | 1.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $178K | 1.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $175K | 1.6% | |
| STATE ST TARGET RETIRE 2060 K | Registered Investment Companies | — | — | $159K | 1.5% | |
| PGIM JENNISON MID CAP GR R6 | Registered Investment Companies | — | — | $137K | 1.2% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $135K | 1.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $117K | 1.1% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $103K | 0.9% | |
| BLACKROCK 20 80 TARGET ALLOC K | Registered Investment Companies | — | — | $81K | 0.7% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $80K | 0.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $66K | 0.6% | |
| SS TRGT RTMNT 2065 K | Registered Investment Companies | — | — | $66K | 0.6% | |
| STATE ST TARGET RETIRE 2020 K | Registered Investment Companies | — | — | $47K | 0.4% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $45K | 0.4% | |
| STATE ST TARGET RETIREMENT K | Registered Investment Companies | — | — | $10K | <0.1% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $8K | <0.1% | |
| JPMORGAN INCOME R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
