Scott Armstrong signed Spiegelworld Holding Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spiegelworld Holding Company LLC's EIN is 46-3513906.
Download the official 2024 Form 5500 (PDF) for Spiegelworld Holding Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spiegelworld Holding Company LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Investment Fund Registered Investment Company | Mutual Funds | — | — | $1.2M | 19.7% | |
| Vanguard Target Retirement 2055 Investment Fund Registered Investment Company | Mutual Funds | — | — | $973K | 16.0% | |
| Vanguard Target Retirement 2050 Investment Fund Registered Investment Company | Mutual Funds | — | — | $878K | 14.5% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $606K | 10.0% | |
| Vanguard Target Retirement 2060 Investment Fund Registered Investment Company | Mutual Funds | — | — | $500K | 8.2% | |
| Vanguard Target Retirement 2040 Imvetment Fund Registered Investment Company | Mutual Funds | — | — | $411K | 6.8% | |
| Vanguard Target Retirement 2035 Investment Fund Registered Investment Company | Mutual Funds | — | — | $281K | 4.6% | |
| Vanguard Information Technology Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $202K | 3.3% | |
| Vanguard Target Retirement 2030 Investment Fund Registered Investment Company | Mutual Funds | — | — | $169K | 2.8% | |
| Vanguard Target Retirement 2065 Investment Fund Registered Investment Company | Mutual Funds | — | — | $95K | 1.6% | |
| Fidelity Large Cap Growth Index Fund Registered Investment Company | Common Collective Trusts | — | — | $58K | 1.0% | |
| Participant Loans Interest Rates at (8.75% ~ 9.50%) $0 | Bonds / Notes | — | — | $57K | 0.9% | |
| Vanguard Consumer Staples Index Admiral Registered Investment Company | Mutual Funds | — | — | $50K | 0.8% | |
| Vanguard Mid Cap Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $46K | 0.8% | |
| Vanguard Value Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $45K | 0.7% | |
| Blockrock iShares MSCI EAFE International Index K Fund Registered Investment Company | Common Stocks | — | — | $45K | 0.7% | |
| JP Morgan Undiscovered Managers Behavioral Value R6 Fund Registered Investment Company | Common Stocks | — | — | $33K | 0.5% | |
| DFA Emerging Markets Core Equity I Fund Registered Investment Company | Mutual Funds | — | — | $31K | 0.5% | |
| Vanguard Total Stock Market Index Admiral Fund Registered Investment Company | Common Collective Trusts | — | — | $24K | 0.4% | |
| Vanguard Mid-Cap Value Index Admiral Fund Registered Investment Company ** 63 Vanguard Small-Cap Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $24K | 0.4% | |
| BNYM Small/Mid Cap Growth Y Fund Registered Investment Company ** 225 Fidelity US Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $20K | 0.3% | |
| Vanguard Total Bond Market Index Admiral Fund Registered Investment Company | Mutual Funds | — | — | $15K | 0.3% | |
| MFS Mid Cap Value R6 Fund Registered Investment Company ** 242 MFS Value R6 Fund Registered Investment Company | Mutual Funds | — | — | $15K | 0.2% | |
| AB Small Cap Growth Portfolio Z Fund Registered Investment Company | Common Stocks | — | — | $13K | 0.2% | |
| American Funds EuroPacific Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $12K | 0.2% | |
| Calvert US Large Cap Core Responsible Index I Fund | Other securities | — | — | $10K | 0.2% | |
| Group Annity Contracts * Principal Guaranteed Option Group Annuity Contract ** $ | Common Stocks | — | — | $9K | 0.1% | |
| PIMCO Real Return Institutional Fund Registered Investment Company | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Target Retirement 2070 Investment Fund Registered Investment Company | Mutual Funds | — | — | $8K | 0.1% | |
| JP Morgan US Equity R6 Fund Registered Investment Company | Common Stocks | — | — | $7K | 0.1% | |
| Vanguard International Value Investor Fund Registered Investment Company | Mutual Funds | — | — | $6K | 0.1% | |
| Calvert Bond R6 Fund Registered Investment Company ** 525 Cohen & Steers Realty Z Shares Fund Registered Investment Company | U.S. Treasuries | — | — | $6K | <0.1% | |
| Principal High Yield R6 Fund Registered Investment Company | Common Stocks | — | — | $4K | <0.1% | |
| Registered Investment Companies Alger Capital Appreciation Institutional Y Fund Registered Investment Company | Common Stocks | — | — | $3K | <0.1% | |
| Invesco Core Bond R6 Fund Registered Investment Company ** 520 Janus Henderson Developed World Bond N Registered Investment Company | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
