Charlie Elsener signed SPOT Freight Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPOT Freight Inc.'s EIN is 26-3843941.
Download the official 2024 Form 5500 (PDF) for SPOT Freight Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPOT Freight 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 | $66K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $5.6M | 37.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.9M | 19.2% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $946K | 6.3% | |
| GOLDMAN SACHS LCG INSIGHTS R6 | Registered Investment Companies | — | — | $745K | 5.0% | |
| COLUMBIA SEL LG CP EQTY INST 3 | Registered Investment Companies | — | — | $558K | 3.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $431K | 2.9% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $421K | 2.8% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $376K | 2.5% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $375K | 2.5% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $370K | 2.5% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $334K | 2.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $290K | 1.9% | |
| MACQUARIE SYST EMMKTS EQ R6 | Registered Investment Companies | — | — | $247K | 1.6% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $232K | 1.5% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $187K | 1.2% | |
| JANHEN SMALL CAP VALUE FD - N | Registered Investment Companies | — | — | $187K | 1.2% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $144K | 1.0% | |
| GS INT'L SM CAP INSIGHTS - R6 | Registered Investment Companies | — | — | $107K | 0.7% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $90K | 0.6% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $84K | 0.6% | |
| INVESCO CORE PLUS BOND R6 | Registered Investment Companies | — | — | $70K | 0.5% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $44K | 0.3% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $13K | <0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $12K | <0.1% | |
| VIC PIO STRATEGIC INCOME R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
