Sharon Bar signed Elite Spice, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elite Spice, Inc.'s EIN is 52-1545176.
Download the official 2024 Form 5500 (PDF) for Elite Spice, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elite Spice, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Core Plus Bond R6 Fund Mutual fund N/A 845,449 (1) | Other securities | — | — | $6.0M | 15.9% | |
| METLIFE STABLE VALUE SOL J FD GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $5.4M | 14.3% | |
| AB Large Cap Growth Z Fund Mutual fund N/A 29,321 (1) | Mutual Funds | — | — | $3.2M | 8.5% | |
| JP Morgan Equity Income A Fund Mutual fund N/A 134,042 (1) | Other securities | — | — | $3.1M | 8.3% | |
| Vanguard 500 Index Adminral Fd Mutual fund N/A 4,755 (1) | Common Collective Trusts | — | — | $2.6M | 6.8% | |
| Vanguard Ttl Intl Stk Idx Adm Fd Mutual fund N/A 79,881 (1) | Common Collective Trusts | — | — | $2.5M | 6.7% | |
| Hartford INT'L OPP R5 Fund Mutual fund N/A 116,722 (1) | Other securities | — | — | $2.2M | 5.9% | |
| Self-directed brokerage accounts (SDBA) Brokerage N/A 1,520,404 (1) | Self-Directed Brokerage | — | — | $1.5M | 4.0% | |
| Columbia Contra Core Adv Fund Mutual fund N/A 31,869 (1) | Other securities | — | — | $1.1M | 3.0% | |
| PRIN MIDCAP S&P 400 IDX SA-R5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.1M | 3.0% | |
| Notes receivable from participants Loans Various 4.25-9.50% N/A - | Bonds / Notes | — | — | $1.0M | 2.7% | |
| Allspring Spec Mid Cap Value A Mutual fund N/A 17,703 (1) | Other securities | — | — | $814K | 2.2% | |
| Amer Century SML Cap Val R6 Fund Mutual fund N/A 74,725 (1) | Other securities | — | — | $789K | 2.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $778K | 2.1% | |
| Fullerhaler BVL SC EQ R6 Fund Mutual fund N/A 15,861 (1) | Other securities | — | — | $720K | 1.9% | |
| MFS Mid-Cap Growth R3 Fund Mutual fund N/A 24,826 (1) | Mutual Funds | — | — | $702K | 1.9% | |
| Vanguard SM Cap Index Adm Mutual fund N/A 5,262 (1) | Mutual Funds | — | — | $606K | 1.6% | |
| Janus Henderson Triton T Mutual fund N/A 22,120 (1) | Mutual Funds | — | — | $578K | 1.5% | |
| Vanguard Total Wld St Idx Mutual fund N/A 10,837 (1) | Common Collective Trusts | — | — | $451K | 1.2% | |
| Am Funds Am Balanced R4 Fund Mutual fund N/A 6,677 (1) | Other securities | — | — | $407K | 1.1% | |
| PIMCO Real Return Instl Fund Mutual fund N/A 37,010 (1) | Mutual Funds | — | — | $369K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $318K | 0.8% | |
| Parnassus Core Equity Inv Fund Mutual fund N/A 4,838 (1) | Other securities | — | — | $288K | 0.8% | |
| BlackRock HY Bond Inv A Fund Mutual fund N/A 36,367 (1) | Other securities | — | — | $258K | 0.7% | |
| Am Funds New Persp R4 Fund Mutual fund N/A 3,467 (1) | Other securities | — | — | $119K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $70K | 0.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $62K | 0.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $60K | 0.2% | |
| American Fds New World R4 Fund Mutual fund N/A 602 (1) | Other securities | — | — | $46K | 0.1% | |
| (E) | Other securities | — | $46K | $15K | <0.1% | |
| GS Intl SC Insights Inv Fd Mutual fund N/A 1,218 (1) | Other securities | — | — | $15K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $6 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
