GINA Triick signed Spectrum Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spectrum Industries, Inc.'s EIN is 38-2519102.
Download the official 2024 Form 5500 (PDF) for Spectrum Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spectrum 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 10.7% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | Other securities | — | — | $596K | 5.7% | |
| Prin MidCap Value I SA-Z | Common Stocks | — | — | $596K | 5.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $596K | 5.7% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | Other securities | — | — | $545K | 5.2% | |
| Am Fds Trgt Dte Rtm 2060 R6 Fd | Other securities | — | — | $411K | 3.9% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $402K | 3.9% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | Other securities | — | — | $362K | 3.5% | |
| Am Fds Trgt Dte Rtm 2050 R6 Fd | Other securities | — | — | $352K | 3.4% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | Other securities | — | — | $351K | 3.4% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $271K | 2.6% | |
| PGIM Total Ret Bond R6 Fd | U.S. Treasuries | — | — | $253K | 2.4% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $231K | 2.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $204K | 2.0% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | — | $170K | 1.6% | |
| Invesco Real Estate R6 Fund | Mutual Funds | — | — | $164K | 1.6% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | Other securities | — | — | $152K | 1.5% | |
| Pamassus Core Equity I Fund | Other securities | — | — | $134K | 1.3% | |
| Invesco EOV Em Mkts All Cap R6 | Mutual Funds | — | — | $121K | 1.2% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | Other securities | — | — | $101K | 1.0% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $75K | 0.7% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $71K | 0.7% | |
| Principal Stable Value Z Fund | Stable Value | — | — | $71K | 0.7% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | — | $66K | 0.6% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $55K | 0.5% | |
| Prin SmCap Growth I Sep Acct-Z | Pooled Separate Accounts | — | — | $55K | 0.5% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | Other securities | — | — | $53K | 0.5% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | Other securities | — | — | $47K | 0.5% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | Other securities | — | — | $40K | 0.4% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | — | $23K | 0.2% | |
| Am Fds Trgt Dte Rtm 2070 R6 Fd | Other securities | — | — | $528 | <0.1% | |
| AMERICAN FUNDS 2070 TDR R6 FD | Mutual Funds | — | — | $527 | <0.1% |
