Original filing (PDF)20260302093327NAL0002830386001

Spartan Electric Co., Inc.

Name: Spartan Electric Co., Inc. — Spartan Electric Profit, Form 5500 (2024)
Creator: Spartan Electric Co., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Spartan Electric Profit Sharing Plan & Trust

401(k) retirement plan · Spartan Electric Co., Inc.'s Spartan Electric Profit Sharing Plan & Trust held $8.5M in plan assets for 113 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late filing · 3.5 mo35% in single holdingCorrective distributions issued

Active participants

113

Accounts w/ balance

137

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 3.5 months past the 10.5-month grace window.
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPARTAN ELECTRIC CO., INC..

Plan sponsor

Name

SPARTAN ELECTRIC CO., INC.

EIN

52-1056251all filings

Address

10097 TYLER PLACE, SUITE 9 · IJAMSVILLE, MD · 21754

Phone

(301) 831-8300

Industry

Electrical Contractors· Construction

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

2026-03-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ARKADIOS CAPITAL	04-3523567	—	INVESTMENT ADVISOR	$0	—

Investments

33 direct securities· $8.1M(95% of reported assets)

Mutual Funds

$7.9M

26 holdings

Other securities

$189K

5 holdings

Common Collective Trusts

$18K

2 holdings

					% of plan
Investments Registered Investment Companies * Fidelity Advisor Freedom 2030	Mutual Funds	—	—	$2.8M	32.9%
Fidelity Advisor Freedom 2045	Mutual Funds	—	—	$884K	10.4%
Fidelity Advisor Freedom 2035	Mutual Funds	—	—	$785K	9.2%
MFS Growth	Mutual Funds	—	—	$468K	5.5%
Fidelity Advisor Freedom 2040	Mutual Funds	—	—	$396K	4.7%
Fidelity Advisor Freedom 2050	Mutual Funds	—	—	$339K	4.0%
Fidelity Advisor Semiconductors	Mutual Funds	—	—	$308K	3.6%
Invesco Gold & Special Minerals	Mutual Funds	—	—	$306K	3.6%
Fidelity Government Money Market	Mutual Funds	—	—	$299K	3.5%
Fidelity Advisor Freedom 2025	Mutual Funds	—	—	$295K	3.5%
American Funds 2035 Target Date Retirement	Mutual Funds	—	—	$254K	3.0%
Fidelity Advisor Freedom 2055	Mutual Funds	—	—	$169K	2.0%
Fidelity Advisor Freedom Income 247 T. Rowe Price Blue Chip Growth 140 * Notes Receivable from Participants Interest rates ranging from 3.25% - 8.50% -0-	Mutual Funds	—	—	$150K	1.8%
PGIM Jennison Utility	Other securities	—	—	$110K	1.3%
Fidelity Advisor Freedom 2060	Mutual Funds	—	—	$72K	0.8%
Fidelity Advisor Freedom 2065	Mutual Funds	—	—	$63K	0.7%
American Funds 2040 Target Date Retirement	Mutual Funds	—	—	$44K	0.5%
American Century Global Gold	Other securities	—	—	$43K	0.5%
American Funds 2010 Target Date Retirement	Mutual Funds	—	—	$40K	0.5%
Fidelity Advisor Freedom 2020	Mutual Funds	—	—	$38K	0.4%
MFS Conservative Allocation	Mutual Funds	—	—	$36K	0.4%
Fidelity Advisor Biotechnology	Mutual Funds	—	—	$33K	0.4%
Fidelity Advisor Technology	Mutual Funds	—	—	$29K	0.3%
American Funds 2030 Target Date Retirement	Mutual Funds	—	—	$26K	0.3%
American Beacon Small Cap Value	Other securities	—	—	$17K	0.2%
Franklin Utilities	Mutual Funds	—	—	$16K	0.2%
Columbia Dividend Income	Other securities	—	—	$15K	0.2%
MFS Mid Cap Growth	Mutual Funds	—	—	$14K	0.2%
iShares Russell 2000 Small-Cap Index	Common Collective Trusts	—	—	$14K	0.2%
Fidelity Advisor Focused Emerging Markets	Mutual Funds	—	—	$12K	0.1%
Fidelity Advisor Materials	Mutual Funds	—	—	$7K	<0.1%
ClearBridge Large Cap Growth	Other securities	—	—	$5K	<0.1%
iShares S&P 500 Index	Common Collective Trusts	—	—	$5K	<0.1%