David Cashman signed SPEE DEE Delivery Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPEE DEE Delivery Service, Inc.'s EIN is 41-1530767.
Download the official 2024 Form 5500 (PDF) for SPEE DEE Delivery Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPEE DEE Delivery Service, Inc.'s plan includes a default investment (QDIA), profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES | 13-3745616 | WHITE PLAINS, NY | RECORDKEEPER | $19K | — |
| EMPOWER ANNUITY INS CO OF AM | — | GREENWOO VILLAGE, CO | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT |
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 | |||||
|---|---|---|---|---|---|---|
| Employer stock * Common stock 541,595 Shares - Spee Dee Delivery Service, Inc. | Common Stocks | — | $17.3M | $19.8M | 37.4% | |
| Registered investment companies American Century American Century Strategic Allocation: Aggressive R6 Class | Other securities | — | — | $10.1M | 19.1% | |
| American Century American Century Strategic Allocation: Moderate Fund R6 Class | Other securities | — | — | $9.6M | 18.2% | |
| Fidelity Advisor Total Bond Fund Class I | Mutual Funds | — | — | $3.9M | 7.3% | |
| FEDERATED HERMES CAPITL PRES ISP FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.6M | 4.8% | |
| Common collective trust Federated Capital Preservation Fund | Common Collective Trusts | — | — | $2.6M | 4.8% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $1.5M | 2.8% | |
| through October 2039 - | Other securities | — | — | $1.1M | 2.1% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | Other securities | — | — | $675K | 1.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $637K | 1.2% | |
| Vanguard Target Retirement Income Investor | Mutual Funds | — | — | $465K | 0.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $427K | 0.8% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $225K | 0.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $207K | 0.4% | |
| MFS Value R6 | Mutual Funds | — | — | $177K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral | Common Collective Trusts | — | — | $159K | 0.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $150K | 0.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $149K | 0.3% | |
| Vanguard Small-Cap Growth Index Fund Admiral | Common Collective Trusts | — | — | $136K | 0.3% | |
| Fidelity Inv Mm Treasury I | Mutual Funds | — | — | $130K | 0.2% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $97K | 0.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $78K | 0.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $71K | 0.1% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral | Common Collective Trusts | — | — | $69K | 0.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $44K | <0.1% | |
| Nationwide International Index Fund Institutional Service | Common Collective Trusts | — | — | $30K | <0.1% | |
| American Century American Funds New World R6 | Mutual Funds | — | — | $24K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BISMARK, ND |
| ADVISOR |
| $31K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIANCE TRUST | 58-1428634 | — | TRUSTEE | $6K | — |
