Sparrows Offshore, LLC's EIN is 20-0100337.
Download the official 2024 Form 5500 (PDF) for Sparrows Offshore, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sparrows Offshore, LLC'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1075369 | — | NONE | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.H. HILL ADVISORS, INC. | 76-0574740 | — | NONE | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity ADVISORR TOTAL BOND I | Mutual Funds | — | — | $3.4M | 19.3% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 14.1% | |
| The Standard The Standard Stable Asset A | Other securities | — | — | $2.3M | 12.8% | |
| Federated International Equity | Other securities | — | — | $2.2M | 12.3% | |
| Identity Description of Investment Cost Current Value Metropolitan West Metropolitan West Tot Re Bd 1 ** - * Standard Unallocated Cash ** 16 JP Morgan JPMORGAN LARGE CAP GROWTH R6 | Cash / Money Market | — | — | $1.4M | 8.1% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $1.3M | 7.1% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $1.3M | 7.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $823K | 4.6% | |
| Participant loans Interest rate on loans is 3.25% to 8.50% 0 | Bonds / Notes | — | — | $694K | 3.9% | |
| JP Morgan JPMorgan Mid Cap Growth R5 | Other securities | — | — | $533K | 3.0% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $470K | 2.6% | |
| Columbia Contrarian Core R5 | Other securities | — | — | $152K | 0.9% | |
| Vanguard Energy Index Adm | Mutual Funds | — | — | $132K | 0.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $106K | 0.6% | |
| Vanguard Growth Index | Mutual Funds | — | — | $102K | 0.6% | |
| DFA International Core | Mutual Funds | — | — | $102K | 0.6% | |
| Virtus Allianzgi Tech Inst | Other securities | — | — | $93K | 0.5% | |
| T. Rowe Price T.Rowe Price New Horizonsi | Other securities | — | — | $65K | 0.4% | |
| Identity Description of Investment Cost Current Value Receivables Employee Contributions Receivable 0 | Other securities | — | — | $50K | 0.3% | |
| Vanguard Target Retirement 2045 INV | Mutual Funds | — | — | $39K | 0.2% | |
| JP Morgan JPMorgan Equity Income R6 | Other securities | — | — | $20K | 0.1% | |
| Receivables Employer Contribution Receivable 0 | Other securities | — | — | $19K | 0.1% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $15K | <0.1% | |
| T. Rowe Price T. Rowe Price Fin Service CL I | Other securities | — | — | $9K | <0.1% | |
| DFA US Targeted Value | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4K | <0.1% | |
| Prudential Global Total Return Q | Other securities | — | — | $2K | <0.1% | |
| Fidelity ADVISORR INTL SM CAP OPPS I | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
