S.P. Company, Inc.'s EIN is 34-0661511.
Download the official 2024 Form 5500 (PDF) for S.P. Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S.P. Company, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.7M | 18.9% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $2.4M | 16.9% | |
| Standard Stable Asset Fund A | Other securities | — | — | $2.3M | 15.6% | |
| Fidelity International Index | Mutual Funds | — | — | $2.1M | 14.4% | |
| MFS Value R6 | Mutual Funds | — | — | $1.1M | 7.7% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $1.1M | 7.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $778K | 5.4% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $661K | 4.6% | |
| Participant loans 0-5 years maturity with interest rates of 3.25%-9.50% | Bonds / Notes | — | — | $466K | 3.2% | |
| Neuberger Berman Mid Cap Growth R6 | Other securities | — | — | $350K | 2.4% | |
| T. Rowe Price Retirement I 2025 Fund I Class | Other securities | — | — | $248K | 1.7% | |
| T. Rowe Price Retirement I 2030 Fund I Class | Other securities | — | — | $93K | 0.6% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $67K | 0.5% | |
| DFA U.S. Targeted Value I | Mutual Funds | — | — | $58K | 0.4% | |
| Fidelity Advisor Emrg Mkts Z | Mutual Funds | — | — | $44K | 0.3% | |
| T. Rowe Price Retirement I 2040 Fund I Class 1 Vanguard Balanced Index Adm | Mutual Funds | — | — | $17K | 0.1% | |
| Voya Small Cap Growth R6 | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
