Scott Spelich signed Plastic Ingenuity, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plastic Ingenuity, Inc.'s EIN is 39-1216424.
Download the official 2024 Form 5500 (PDF) for Plastic Ingenuity, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plastic Ingenuity, 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 |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES, INC. | 91-2090931 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS INVESTMENT COUNCIL | 90-0142264 | — | ADVISOR | $177K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity US Bond Index Instl Prem Mutual Fund | Mutual Funds | — | $16.6M | $15.2M | 9.8% | |
| Fidelity Total Market Index Instl Prem Mutual Fund | Common Collective Trusts | — | $8.7M | $13.5M | 8.6% | |
| Fidelity Large Cap Growth Indx Instl Prm Mutual Fund | Mutual Funds | — | $6.7M | $12.3M | 7.9% | |
| American Funds Europacific Growth R6 Mutual Fund | Mutual Funds | — | $11.0M | $10.7M | 6.9% | |
| FMI Large Cap Mutual Fund | Other securities | — | $9.3M | $8.1M | 5.2% | |
| GS Emerg Mrkts Eqty-R6 Mutual Fund | Other securities | — | $7.6M | $8.0M | 5.1% | |
| Wahl Farm Real Estate | Other securities | — | $127K | $7.4M | 4.8% | |
| T. ROWE PRICE RETIREMENT 2060 TR-A MATRIX TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $5.7M | $6.9M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2040 TR-A MATRIX TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | $4.3M | $5.4M | 3.5% | |
| Pimco Commoditypl Strat-Ins Mutual Fund | Mutual Funds | — | $6.4M | $5.2M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2035 TR-A MATRIX TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | $4.0M | $4.9M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2050 TR-A MATRIX TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | $3.8M | $4.8M | 3.1% | |
| JPMorgan Mid Cap Value R6 Mutual Fund | Other securities | — | $4.6M | $4.6M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2055 TR-A MATRIX TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | $3.5M | $4.2M | 2.7% | |
| T. ROWE PRICE RETIREMENT 2045 TR-A MATRIX TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | $3.3M | $4.1M | 2.6% | |
| Vanguard Mid-Cap Growth Mutual Fund | Mutual Funds | — | $2.8M | $4.0M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2030 TR-A MATRIX TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | $3.3M | $4.0M | 2.5% | |
| American Beacon Small Cap Value Fund R6 Mutual Fund | Other securities | — | $3.9M | $3.9M | 2.5% | |
| MFS Emerging Markets Debt Fund R6 Mutual Fund | Mutual Funds | — | $4.2M | $3.8M | 2.4% | |
| GENEVA SMALL CAP GROWTH COLLECTIVE MATRIX TRUST COMPANY · EIN 38-4116861 / PN 518 | Common Collective Trust | — | $3.6M | $3.7M | 2.4% | |
| DFA International Small Company I Mutual Fund | Mutual Funds | — | $3.1M | $3.2M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2020 TR-A MATRIX TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | $2.3M | $2.6M | 1.7% | |
| T. ROWE PRICE RETIREMENT 2025 TR-A MATRIX TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $2.1M | $2.4M | 1.5% | |
| Participant Loans Interest at 4.01% to 9.50% n/a | Bonds / Notes | — | — | $2.0M | 1.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $1.8M | $1.9M | 1.2% | |
| T. ROWE PRICE RETIREMENT BALANCED T MATRIX TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | $1.3M | $1.4M | 0.9% | |
| Schroeder Farm Real Estate | Other securities | — | $127K | $1.1M | 0.7% | |
| DFA Inflation-Protected Securities I Mutual Fund | Mutual Funds | — | $1.1M | $1.0M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TR-A MATRIX TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | $906K | $955K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 TR-A MATRIX TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | $821K | $933K | 0.6% | |
| Landes Farm Real Estate | Other securities | — | $92K | $820K | 0.5% | |
| Due 06-30-26 | Other securities | — | $132K | $132K | <0.1% | |
| United Community Bk W Ke, CD, 4.150% Due 04-10-29 | Bonds / Notes | — | $113K | $114K | <0.1% | |
| Due 08-12-25 | Other securities | — | $116K | $114K | <0.1% | |
| Customers Bank, Corporate Bond, 3.950% Due 10-30-29 | Bonds / Notes | — | $105K | $105K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TR-A MATRIX TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $90K | $90K | <0.1% | |
| Due 04-20-28 | Other securities | — | $78K | $80K | <0.1% | |
| Due 05-21-29 | Other securities | — | $68K | $70K | <0.1% | |
| Due 07-15-25 | Other securities | — | $63K | $61K | <0.1% | |
| Texas Exchange Bank SSB, Corporate Bond, 0.650% Due 02-02-26 | Bonds / Notes | — | $52K | $50K | <0.1% | |
| Due 10-19-2028 | Other securities | — | $26K | $27K | <0.1% | |
| Due 01-23-25 | Other securities | — | $27K | $25K | <0.1% | |
| Cross Bank, CD, 5.250% Due 05-28-27 | Bonds / Notes | — | $25K | $25K | <0.1% | |
| Cash, Wells Fargo Bank | Cash / Money Market | — | — | $18K | <0.1% | |
| Due 09-08-26 | Other securities | — | $17K | $16K | <0.1% | |
| Due 04-13-27 | Other securities | — | $9K | $9K | <0.1% | |
| Due 08-21-29 | Other securities | — | $5K | $5K | <0.1% | |
| Vanguard Federal Money Market Investor | Mutual Funds | — | $4K | $4K | <0.1% | |
| Goldman Sachs Finl Sq Govn Mm Fd#465 | Other securities | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
