Spencer Industries, Inc.'s EIN is 35-1504846.
Download the official 2024 Form 5500 (PDF) for Spencer Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spencer Industries, 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 |
|---|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | 39-6040276 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASHTON JARRETT DAVIES | 44-0160260 | — | AUDITOR | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GUARANTEED FUND * Sentry Life Insurance Company | Common Stocks | — | — | $2.7M | 12.6% | |
| 2040 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 096 | Pooled Separate Account | — | — | $2.3M | 11.0% | |
| 2045 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 097 | Pooled Separate Account | — | — | $2.2M | 10.4% | |
| 2025 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 093 | Pooled Separate Account | — | — | $1.4M | 6.5% | |
| TARGET RETIREMENT INCOME ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 112 | Pooled Separate Account | — | — | $1.3M | 6.3% | |
| 2035 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 095 | Pooled Separate Account | — | — | $1.3M | 6.1% | |
| LARGE CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019 | Pooled Separate Account | — | — | $1.0M | 4.9% | |
| 2030 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 094 | Pooled Separate Account | — | — | $1.0M | 4.8% | |
| 2050 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 098 | Pooled Separate Account | — | — | $832K | 4.0% | |
| TOTAL STOCK INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 018 | Pooled Separate Account | — | — | $616K | 2.9% | |
| 2055 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 099 | Pooled Separate Account | — | — | $576K | 2.7% | |
| TOTAL BOND INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023 | Pooled Separate Account | — | — | $503K | 2.4% | |
| TIPS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 123 | Pooled Separate Account | — | — | $471K | 2.2% | |
| SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 | Pooled Separate Account | — | — | $393K | 1.9% | |
| INTERNATIONAL LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 055 | Pooled Separate Account | — | — | $383K | 1.8% | |
| LARGE CAP GROWTH INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 114 | Pooled Separate Account | — | — | $383K | 1.8% | |
| LARGE CAP VALUE ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 113 | Pooled Separate Account | — | — | $375K | 1.8% | |
| 2060 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 100 | Pooled Separate Account | — | — | $341K | 1.6% | |
| MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | — | — | $293K | 1.4% | |
| BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | — | — | $292K | 1.4% | |
| 2020 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 092 | Pooled Separate Account | — | — | $292K | 1.4% | |
| FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | — | — | $285K | 1.4% | |
| INTERMEDIATE-TERM BOND INDEX ACCOUN SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 115 | Pooled Separate Account | — | — | $225K | 1.1% | |
| MID-CAP GROWTH INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 116 | Pooled Separate Account | — | — | $107K | 0.5% | |
| 2065 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 128 | Pooled Separate Account | — | — | $97K | 0.5% | |
| EMERGING MARKETS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | — | — | $94K | 0.4% | |
| GLOBAL REAL ESTATE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 087 | Pooled Separate Account | — | — | $88K | 0.4% | |
| SMALL CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054 | Pooled Separate Account | — | — | $79K | 0.4% | |
| HIGH-YIELD BOND ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 126 | Pooled Separate Account | — | — | $69K | 0.3% | |
| SMALL CAP GROWTH INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 117 | Pooled Separate Account | — | — | $30K | 0.1% | |
| MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | — | — | $27K | 0.1% | |
| SMALL CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 124 | Pooled Separate Account | — | — | $27K | 0.1% | |
| INTERNATIONAL LARGE VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 118 | Pooled Separate Account | — | — | $5K | <0.1% | |
| 2070 TARGET RETIREMENT ACCT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 131 | Pooled Separate Account | — | — | $2K | <0.1% | |
| INTERNATIONAL LARGE GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 119 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SHORT-TERM INVESTMENT ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 089 | Pooled Separate Account | — | — | $0 | <0.1% |
