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Original filing (PDF)20251015164531NAL0005453729001
SPS COMMERCE, INC.
Form 5500
FILING_RECEIVED
SPS COMMERCE, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
2,131
Accounts w/ balance
2,235
Plan assets (EOY)
$212.4M
Net assets (EOY)
$212.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPS COMMERCE, INC..
Plan sponsor
Name
SPS COMMERCE, INC.
EIN
41-2015127
Address
333 SOUTH SEVENTH SUITE 1000 · MINNEAPOLIS, MN · 55402
Phone
(612) 435-9433
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3I · Requires investment in employer securities
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $161K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | INVESTMENT ADVISOR | $45K | — |
Investments
16 direct securities · 13 pooled funds· $212.4M(100% of reported assets)
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.
Common Collective Trust
$129.6M
13 holdings
Uncategorized
$58.6M
15 holdings
Mutual Funds
$24.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $26.8M | 12.6% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $25.5M | 12.0% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $24.5M | 11.6% | |
| s * Fidelity Institutional 500 Index Fund | Mutual Funds | — | — | $24.2M | 11.4% | |
| SPS Commerce Stock * SPS Commerce, Inc.* Common Stock | — | — | — | $19.4M | 9.1% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $11.9M | 5.6% | |
| J.P. Morgan Large Cap Growth Fund | — | — | — | $11.6M | 5.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $10.4M | 4.9% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $10.1M | 4.7% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $9.5M | 4.5% | |
| Fidelity Mid-Cap Index Fund | — | — | — | $6.8M | 3.2% | |
| Fidelity MFS Research International Fund | — | — | — | $5.0M | 2.3% | |
| Fidelity MFS Value Fund | — | — | — | $4.0M | 1.9% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.9% | |
| Fidelity Small Cap Growth Index Fund | — | — | — | $3.4M | 1.6% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $3.1M | 1.5% | |
| Fidelity Small Cap Value Index Fund | — | — | — | $3.0M | 1.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.1% | |
| Prudential Total Return Bond Fund | — | — | — | $1.9M | 0.9% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $1.7M | 0.8% | |
| Participant loans * Participant loans* Interest from 4.25% to 9.50% maturing through 2031 — | — | — | — | $1.3M | 0.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| Fidelity Total International Index Fund | — | — | — | $547K | 0.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $397K | 0.2% | |
| Principal Mid-Cap Fund | — | — | — | $120K | <0.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $64K | <0.1% | |
| PIMCO Income Institutional Fund | — | — | — | $2K | <0.1% | |
| John Hancock Disciplined Value Mid-Cap Fund | — | — | — | $2K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
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