Jordan Kuehler signed SPUR Reply, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPUR Reply, LLC's EIN is 46-3223057.
Download the official 2024 Form 5500 (PDF) for SPUR Reply, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPUR Reply, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2055 IPR Mutual fund | Common Collective Trusts | — | — | $5.4M | 22.3% | |
| FID FDM IDX 2060 IPR Mutual fund | Common Collective Trusts | — | — | $3.2M | 13.4% | |
| FID FDM IDX 2045 IPR Mutual fund | Common Collective Trusts | — | — | $2.7M | 11.1% | |
| FID FDM IDX 2050 IPR Mutual fund | Common Collective Trusts | — | — | $2.5M | 10.4% | |
| FID FDM IDX 2035 IPR Mutual fund | Common Collective Trusts | — | — | $1.7M | 7.1% | |
| FID FDM IDX 2030 IPR Mutual fund | Common Collective Trusts | — | — | $1.1M | 4.6% | |
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $1.1M | 4.6% | |
| FID FDM IDX 2040 IPR Mutual fund | Common Collective Trusts | — | — | $1.1M | 4.4% | |
| FID LG CAP GR IDX Mutual fund | Common Collective Trusts | — | — | $1.0M | 4.3% | |
| PUTN LG CAP VAL Y Mutual fund | Other securities | — | — | $588K | 2.4% | |
| JPM LG CAP GRTH I Mutual fund | Other securities | — | — | $510K | 2.1% | |
| FID FDM IDX 2065 IPR Mutual fund | Common Collective Trusts | — | — | $322K | 1.3% | |
| FIDELITY GOVT MMKT K6 Money market fund | Mutual Funds | — | — | $304K | 1.3% | |
| FID SEL SOFTWARE Mutual fund | Mutual Funds | — | — | $288K | 1.2% | |
| COL SM CAP GRTH I3 Mutual fund | Other securities | — | — | $229K | 1.0% | |
| FID FDM IDX 2025 IPR Mutual fund | Common Collective Trusts | — | — | $220K | 0.9% | |
| AF BOND FD AMER R6 Mutual fund | Other securities | — | — | $196K | 0.8% | |
| FID FDM IDX 2070 IPR Mutual fund ** 660 * PARTICIPANT LOANS 6.25% interest $0 | Common Collective Trusts | — | — | $184K | 0.8% | |
| FID LG CAP VAL IDX Mutual fund | Common Collective Trusts | — | — | $160K | 0.7% | |
| MFS MID CAP GRTH R6 Mutual fund | Mutual Funds | — | — | $150K | 0.6% | |
| MFS RESEARCH INTL R6 Mutual fund | Mutual Funds | — | — | $125K | 0.5% | |
| JPM EMRG MKTS EQ R6 Mutual fund | Other securities | — | — | $120K | 0.5% | |
| CALVERT INCOME I Mutual fund | Other securities | — | — | $114K | 0.5% | |
| FID SEL DEFENSE Mutual fund | Mutual Funds | — | — | $104K | 0.4% | |
| MFS MID CAP VALUE R4 Mutual fund | Mutual Funds | — | — | $101K | 0.4% | |
| RBC EMRG MKTS EQ I Mutual fund | Other securities | — | — | $90K | 0.4% | |
| GS INTL EQ ESG INST Mutual fund | Other securities | — | — | $83K | 0.3% | |
| AF NEW PERSPECT R6 Mutual fund | Other securities | — | — | $47K | 0.2% | |
| PGIM HIGH YIELD R6 Mutual fund | Other securities | — | — | $41K | 0.2% | |
| FID SEL CONS STAPLES Mutual fund | Mutual Funds | — | — | $41K | 0.2% | |
| FID REAL ESTATE IDX Mutual fund | Common Collective Trusts | — | — | $38K | 0.2% | |
| BNYM INTL STOCK I Mutual fund | Other securities | — | — | $33K | 0.1% | |
| INDIVIDUALLY DIRECTED ACCOUNTS (UNITS) Mutual fund | Other securities | — | — | $32K | 0.1% | |
| CALVERT SMALL CAP I Mutual fund | Other securities | — | — | $24K | <0.1% | |
| AS SPL SM CAP VAL R6 Mutual fund | Other securities | — | — | $23K | <0.1% | |
| FID US SUSTN IDX Mutual fund | Common Collective Trusts | — | — | $19K | <0.1% | |
| PIM INTL BD US$H I Mutual fund | Other securities | — | — | $19K | <0.1% | |
| FID FDM IDX INC IPR Mutual fund | Common Collective Trusts | — | — | $18K | <0.1% | |
| INVS GLOBAL Y Mutual fund | Other securities | — | — | $17K | <0.1% | |
| FID INTL SMALL CAP Mutual fund | Mutual Funds | — | — | $16K | <0.1% | |
| FKLN SM CAP GRTH R6 Mutual fund | Other securities | — | — | $14K | <0.1% | |
| PIM LT CR BOND I Mutual fund | Other securities | — | — | $8K | <0.1% | |
| FID FDM IDX 2010 IPR Mutual fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| FID FDM IDX 2020 IPR Mutual fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| FID FDM IDX 2015 IPR Mutual fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| BROKERAGELINK CASH Money market fund | Cash / Money Market | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
