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Original filing (PDF)20250813105623NAL0008058659001
SPRING VENTURE GROUP, LLC
Form 5500
FILING_RECEIVED
SPRING VENTURE GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,228
Accounts w/ balance
1,490
Plan assets (EOY)
$28.4M
Net assets (EOY)
$28.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPRING VENTURE GROUP, LLC.
Plan sponsor
Name
SPRING VENTURE GROUP, LLC
EIN
27-1939808
Address
120 WEST 12TH STREET SUITE 1700 · KANSAS CITY, MO · 64105
Phone
(816) 888-7900
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $45K | — |
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $35K | — |
Investments
28 direct securities · 1 pooled fund· $25.2M(89% 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
$25.0M
28 holdings
Common Collective Trust
$242K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2055 Fund Mutual fund | — | — | — | $5.6M | 19.6% | |
| T Rowe Price Retirement 2060 Fund Mutual fund | — | — | — | $4.5M | 15.7% | |
| T Rowe Price Retirement 2050 Fund Mutual fund | — | — | — | $3.1M | 11.0% | |
| T Rowe Price Retirement 2045 Fund Mutual fund | — | — | — | $2.4M | 8.5% | |
| Vanguard 500 Index Admiral Fund Mutual fund | — | — | — | $2.1M | 7.4% | |
| T Rowe Price Retirement 2040 Fund Mutual fund | — | — | — | $2.0M | 7.1% | |
| T Rowe Price Retirement 2065 Fund Mutual fund | — | — | — | $786K | 2.8% | |
| T Rowe Price Retirement 2035 Fund Mutual fund | — | — | — | $779K | 2.7% | |
| T Rowe Price Retirement 2030 Fund Mutual fund | — | — | — | $681K | 2.4% | |
| T Rowe Price Retirement 2025 Fund Mutual fund | — | — | — | $566K | 2.0% | |
| VANGUARD DEVELOPED MKT IDX ADM Registered Investment Company | — | — | — | $410K | 1.4% | |
| Vanguard Small Cap Index Admiral Fund Mutual fund | — | — | — | $360K | 1.3% | |
| AB Large Cap Growth Z Mutual fund | — | — | — | $332K | 1.2% | |
| T Rowe Price Retirement 2020 Fund Mutual fund | — | — | — | $292K | 1.0% | |
| GALLIARD STABLE RETURN FUND C1 SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $242K | 0.9% | |
| Vanguard Mid Cap Index Admiral Fund Mutual fund | — | — | — | $229K | 0.8% | |
| Vanguard Emerging Markets Stock Index Fund Mutual fund | — | — | — | $205K | 0.7% | |
| Vanguard Total Bond Market Index Admiral Fund Mutual fund | — | — | — | $198K | 0.7% | |
| DFA U.S. Targeted Value I Mutual fund | — | — | — | $126K | 0.4% | |
| American Funds Europacific Growth R6 Mutual fund | — | — | — | $117K | 0.4% | |
| Principal Real Estate Securities R6 Fund Mutual fund | — | — | — | $50K | 0.2% | |
| MassMutual Mid Cap Growth I Fund Mutual fund | — | — | — | $50K | 0.2% | |
| JP Morgan Core Plus Bond R6 Fund Mutual fund | — | — | — | $42K | 0.1% | |
| MFS Value R6 Fund Mutual Fund Mutual fund | — | — | — | $37K | 0.1% | |
| Harbor Small Cap Growth Retirement Mutual fund | — | — | — | $28K | <0.1% | |
| T Rowe Price Retirement 2015 Fund Mutual fund | — | — | — | $11K | <0.1% | |
| JHancock Disciplined Value Mid Cap Fund Mutual fund | — | — | — | $9K | <0.1% | |
| JHCOCK3 DISCIPLINED VAL MCP R6 Registered Investment Company | — | — | — | $9K | <0.1% | |
| T Rowe Price Retirement 2005 Fund Mutual fund | — | — | — | $2K | <0.1% |
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