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Original filing (PDF)20251010131009NAL0007762865001
SPOTHERO, INC.
Form 5500
FILING_RECEIVED
SPOTHERO 401(K) PLAN
401(k) retirement plan
Active participants
210
Accounts w/ balance
242
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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 SPOTHERO, INC..
Plan sponsor
Name
SPOTHERO, INC.
EIN
45-5389124
Address
125 S CLARK STREET FLOOR 13 · CHICAGO, IL · 60603
Phone
(773) 544-0428
Industry
Other Services (ex. Public Admin)see 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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MILLER COOPER & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $39K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
23 direct securities · 1 pooled fund· $16.4M(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.
Uncategorized
$16.0M
22 holdings
Mutual Funds
$295K
1 holding
Common Collective Trust
$26K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom 2050 Fund Class K6 | — | — | — | $3.3M | 20.2% | |
| Fidelity Investments 500 Index Fund | — | — | — | $3.0M | 18.3% | |
| Fidelity Investments Freedom 2045 Fund Class K6 | — | — | — | $2.6M | 16.0% | |
| Fidelity Investments Freedom 2055 Fund Class K6 | — | — | — | $2.3M | 14.3% | |
| Fidelity Investments Freedom 2060 Fund Class K6 | — | — | — | $1.4M | 8.3% | |
| Fidelity Investments Freedom 2035 Fund Class K6 | — | — | — | $533K | 3.3% | |
| Fidelity Investments Freedom 2040 Fund Class K6 | — | — | — | $475K | 2.9% | |
| Fidelity Investments Blue Chip Growth K6 Fund | — | — | — | $385K | 2.4% | |
| s (held by Fidelity Management Trust Company) Columbia Dividend Income I3 | Mutual Funds | — | — | $295K | 1.8% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $267K | 1.6% | |
| Fidelity Investments Total International Index Fund | — | — | — | $259K | 1.6% | |
| MFS International Diversification R6 | — | — | — | $242K | 1.5% | |
| MFS Mid Cap Growth R6 | — | — | — | $209K | 1.3% | |
| Fidelity Investments Government Money Market K6 ** 12 *** Various Participant directed brokerage account assets | — | — | — | $158K | 1.0% | |
| Fidelity Investments Freedom 2065 Fund Class K6 | — | — | — | $152K | 0.9% | |
| Fidelity Investments Freedom 2030 Fund Class K6 | — | — | — | $148K | 0.9% | |
| Fidelity Investments Total Bond K6 Fund | — | — | — | $130K | 0.8% | |
| Invesco Discovery Fund Class R6 | — | — | — | $126K | 0.8% | |
| Notes receivable from participants Interest from 5.25% to 10.50% - | — | — | — | $108K | 0.7% | |
| John Hancock Disciplined Value Mid Cap R6 | — | — | — | $72K | 0.4% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $64K | 0.4% | |
| American Century Small Cap Value R6 | — | — | — | $50K | 0.3% | |
| Fidelity Investments Freedom 2025 Fund Class K6 | — | — | — | $40K | 0.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $26K | 0.2% |
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