VU TRAN signed SPAR Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPAR Group, Inc.'s EIN is 33-0684451.
Download the official 2024 Form 5500 (PDF) for SPAR Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPAR Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 04-3422848 | — | INVESTMENT ADVISORY | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Prin Blue Chip SA-Z | Common Stocks | — | $0 | $2.2M | 20.9% | |
| MFS Mid-Cap Growth R6 Fund | Mutual Funds | — | $0 | $1.4M | 13.9% | |
| Participant Loans | Participant loans | — | $0 | $1.4M | 13.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.4M | 13.4% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $956K | 9.2% | |
| Prin SAM Flexible Income SA-Z | Common Stocks | — | $0 | $956K | 9.2% | |
| PRIN BLUE CHIP SA-A PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $831K | 8.0% | |
| Loomis Sayles Sm Cp Gr N Fd | Other securities | — | $0 | $831K | 8.0% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | $0 | $796K | 7.6% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $604K | 5.8% | |
| Touchstone Sm Company R6 Fund | Common Stocks | — | $0 | $604K | 5.8% | |
| Vanguard MidCap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $337K | 3.2% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | $0 | $323K | 3.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $323K | 3.1% | |
| BlackRock Equity Div K Fund | Other securities | — | $0 | $309K | 3.0% | |
| DWS RREEF RE Sec R6 Fund | Other securities | — | $0 | $232K | 2.2% | |
| FIDELITY ADV TOTAL BOND Z FD | Mutual Funds | — | $0 | $228K | 2.2% | |
| DFA Large Cap Int'l I Fd | Mutual Funds | — | $0 | $159K | 1.5% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | $0 | $156K | 1.5% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $95K | 0.9% | |
| Prin Intl Equity Index SA-Z | Common Collective Trusts | — | $0 | $67K | 0.6% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $65K | 0.6% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $65K | 0.6% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $50K | 0.5% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $39K | 0.4% | |
| AM FDS 2055 TRGT DTE RTM R6 FD | Other securities | — | $0 | $32K | 0.3% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $22K | 0.2% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $17K | 0.2% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | Other securities | — | $0 | $5K | <0.1% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $276 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $43K | — |
