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Original filing (PDF)20251014110329NAL0001275443001
SP PLUS CORPORATION
Form 5500
FILING_RECEIVED
SP+ 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
13,164
Accounts w/ balance
5,435
Plan assets (EOY)
$202.6M
Net assets (EOY)
$202.6M
How this plan invests
This plan
5 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 32 bps in Schedule C fees — 224% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SP PLUS CORPORATION.
Plan sponsor
Name
SP PLUS CORPORATION
EIN
16-1171179
Address
200 E RANDOLPH STREET · SUITE 7700 · CHICAGO, IL · 606017702
Phone
(312) 274-2000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM E HAMM AND ASSOCIATES INC | 59-3331424 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $656K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACTUARY | $0 | — |
Investments
21 direct securities · 5 pooled funds· $201.2M(99% of reported assets)
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.
Uncategorized
$136.0M
21 holdings
Pooled Separate Account
$42.8M
4 holdings
Common Collective Trust
$22.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Funds JP Morgan Large Cap Growth Fund | — | — | — | $28.5M | 14.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $26.9M | 13.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $22.4M | 11.1% | |
| JP Morgan Funds JPMorgan SmartRetirement Blend 2035 Fund | — | — | — | $11.0M | 5.4% | |
| JP Morgan Funds JPMorgan SmartRetirement Blend 2030 Fund | — | — | — | $10.5M | 5.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $9.4M | 4.6% | |
| JP Morgan Funds JPMorgan SmartRetirement Blend 2040 Fund | — | — | — | $8.7M | 4.3% | |
| JP Morgan Funds JPMorgan SmartRetirement Blend 2025 Fund | — | — | — | $7.9M | 3.9% | |
| The American Funds American Balanced Fund | — | — | — | $7.9M | 3.9% | |
| MFS Investment Management MFS International Diversification Fund | — | — | — | $7.8M | 3.9% | |
| Neuberger Berman Large Cap Value Fund I Class | — | — | — | $7.7M | 3.8% | |
| JP Morgan Funds JPMorgan SmartRetirement Blend 2050 Fund | — | — | — | $5.7M | 2.8% | |
| JP Morgan Funds JPMorgan SmartRetirement Blend 2055 Fund | — | — | — | $5.6M | 2.8% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth I Fund | — | — | — | $4.9M | 2.4% | |
| Principal Life Insurance Company Small-Cap Growth I Separate Account Z | — | — | — | $4.4M | 2.2% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $4.4M | 2.2% | |
| American Century Inv. Mgmt. American Century Mid Cap Value Fund | — | — | — | $3.9M | 1.9% | |
| JP Morgan Funds JPMorgan SmartRetirement Blend 2020 Fund | — | — | — | $3.7M | 1.8% | |
| Dodge and Cox Funds Dodge & Cox Income Fund | — | — | — | $3.7M | 1.8% | |
| JP Morgan Funds JPMorgan SmartRetirement Blend 2060 Fund | — | — | — | $3.6M | 1.8% | |
| Participant loans Varying maturities through December 2029 and varying interest rates of 3.25% to 8.50% | — | — | — | $3.6M | 1.8% | |
| JP Morgan Funds JPMorgan SmartRetirement Blend Income Fund | — | — | — | $2.5M | 1.2% | |
| Principal Life Insurance Company Mid-Cap S&P 400 Index Separate Account Z | — | — | — | $2.1M | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.1M | 1.0% | |
| American Century Inv. Mgmt. American Century Inflation-Adjusted Bond Fund | — | — | — | $1.7M | 0.9% | |
| JP Morgan Funds JPMorgan SmartRetirement Blend 2065 Fund | — | — | — | $603K | 0.3% |
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