JOSH Adler signed SSI (U.S.) Inc. DBA Spencer Stuart's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SSI (U.S.) Inc. DBA Spencer Stuart's EIN is 36-3538416.
Download the official 2023 Form 5500 (PDF) for SSI (U.S.) Inc. DBA Spencer Stuart from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)SSI (U.S.) Inc. DBA Spencer Stuart's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEKIN HARDY STRAUSS INC | 36-3667359 | — | NONE | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RUSSELL 1000 INDEX FUND M BLACKROCK INSTITUTONAL TRUST COMPANY, N.A. · EIN 45-4425439 / PN 001 | Common Collective Trust | — | — | $55.4M | 9.8% | |
| Charles Schwab & Co., Inc. | Mutual Funds | — | — | $31.6M | 5.6% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $30.9M | 5.4% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $27.0M | 4.8% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $26.7M | 4.7% | |
| VANGUARD GROWTH INDEX INSTL | Mutual Funds | — | — | $26.0M | 4.6% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $24.9M | 4.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $24.4M | 4.3% | |
| VANGUARD VALUE INDEX INSTL | Mutual Funds | — | — | $22.5M | 4.0% | |
| BARON GROWTH INSTITUTIONAL | Other securities | — | — | $22.1M | 3.9% | |
| JP MORGAN EQUITY INCOME R6 | Other securities | — | — | $20.0M | 3.5% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $19.7M | 3.5% | |
| VANGUARD FED MONEY MARKET FUND | Mutual Funds | — | — | $19.5M | 3.4% | |
| VANGUARD BALANCED INDEX INSTL | Mutual Funds | — | — | $18.8M | 3.3% | |
| VANGUARD INTERNATL VALUE | Mutual Funds | — | — | $18.0M | 3.2% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $17.0M | 3.0% | |
| BlackRock Total Return Instl | Other securities | — | — | $16.1M | 2.8% | |
| VANGUARD TOTAL INTL STK INSTL | Mutual Funds | — | — | $14.9M | 2.6% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $12.0M | 2.1% | |
| JP MORGAN MIDCAP VALUE L | Other securities | — | — | $9.7M | 1.7% | |
| VANGUARD MIDCAP INDEX INSTL | Mutual Funds | — | — | $9.1M | 1.6% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $7.5M | 1.3% | |
| VANGUARD SHORT-TERM GRADE INS | Mutual Funds | — | — | $7.5M | 1.3% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $7.4M | 1.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Mutual Funds | — | — | $6.5M | 1.1% | |
| VANGUARD TOTAL BD MKT IDX INST | Common Collective Trusts | — | — | $6.4M | 1.1% | |
| PIMCO REAL RETURN FUND - INSTL | Mutual Funds | — | — | $6.1M | 1.1% | |
| MFS INTL DIVERSIFICATION CL R6 | Mutual Funds | — | — | $5.6M | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Mutual Funds | — | — | $5.5M | 1.0% | |
| AMERICAN BEACON SCAP VALUE R5 | Other securities | — | — | $5.4M | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Mutual Funds | — | — | $4.2M | 0.7% | |
| VANGUARD SMALL CAP GRTH INDEX | Mutual Funds | — | — | $4.2M | 0.7% | |
| VANGUARD MDCP GRTH INDEX ADM | Mutual Funds | — | — | $3.6M | 0.6% | |
| PARNASSUS CORE EQUITY INSTL | Other securities | — | — | $3.0M | 0.5% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.4% | |
| PARTICIPANT LOANS | Participant loans | — | — | $2.1M | 0.4% | |
| HARTFORD SCHRODERS INTL STOCK | Other securities | — | — | $1.8M | 0.3% | |
| VANGUARD MID CAP VALUE IDX ADM | Common Collective Trusts | — | — | $1.7M | 0.3% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 | Other securities | — | — | $866K | 0.2% | |
| NUVEEN CORE IMPACT BOND R6 | U.S. Treasuries | — | — | $609K | 0.1% | |
| CALVERT BALANCED FD CL I | Other securities | — | — | $362K | <0.1% | |
| VANGUARD RET INCOME TRUST II | Mutual Funds | — | — | $298K | <0.1% | |
| VFTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $298K | <0.1% | |
| LIMITED PARTNERSHIP | Other securities | — | — | $110K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CERITY PARTNERS LLC | 27-1180831 | — | NONE | $13K | — |
| BURTON ENRIGHT WELCH | 27-1702630 | — | NONE | $9K | — |
| BUCKINGHAM STRATEGIC WEALTH LL | 20-8306720 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
