Jessica George signed Spectrum Control, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spectrum Control, Inc.'s EIN is 25-1196447.
Download the official 2024 Form 5500 (PDF) for Spectrum Control, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spectrum Control, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $67K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $12.0M | 14.8% | |
| Group Annuity Contract * Empower Guaranteed Interest Account | Common Stocks | — | — | $8.7M | 10.8% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $8.5M | 10.5% | |
| T. Rowe Price T. Rowe Price Large-Cap Growth Fund I Class | Other securities | — | — | $8.4M | 10.3% | |
| flexPATH Strategies, LLC Index Select Moderate Retirement Fund Class R6 | Other securities | — | — | $7.5M | 9.2% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $7.5M | 9.2% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $7.2M | 8.9% | |
| Allspring Global Investments Allspring Core Bond Fund - Class Institutional | Other securities | — | — | $3.7M | 4.6% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $3.1M | 3.8% | |
| flexPATH Strategies, LLC Large Cap Value Fund Class R1 | Other securities | — | — | $3.1M | 3.8% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund - Class Institutional | Other securities | — | — | $2.8M | 3.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.5M | 3.1% | |
| Fidelity Investments Fidelity Advisor International Capital Appreciation Fund Class Z | Mutual Funds | — | — | $2.2M | 2.7% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $2.2M | 2.7% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1.7M | 2.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.5M | 1.9% | |
| JP Morgan JPMorgan Small Cap Growth Fund Class R6 | Other securities | — | — | $1.1M | 1.3% | |
| various maturity dates | Other securities | — | — | $982K | 1.2% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $847K | 1.0% | |
| JP Morgan JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $771K | 1.0% | |
| Goldman Sachs Goldman Sachs Small Cap Value Insights Fund Institutional Class | Mutual Funds | — | — | $699K | 0.9% | |
| flexPATH Strategies, LLC Index Select Aggressive 2035 Fund Class R6 | Other securities | — | — | $411K | 0.5% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $317K | 0.4% | |
| Massachusetts Mutual MassMutual High Yield Fund Class I | Other securities | — | — | $295K | 0.4% | |
| flexPATH Strategies, LLC Index Select Conservative Retirement Fund Class R6 | Other securities | — | — | $262K | 0.3% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $262K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $139K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $114K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $71K | <0.1% | |
| flexPATH Strategies, LLC Index Select Aggressive Retirement Fund Class R6 | Other securities | — | — | $14K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $14K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $7K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $62K |
| — |
