Martha Ferrante signed SPIN Master, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SPIN Master, Inc.'s EIN is 52-2275356.
Download the official 2024 Form 5500 (PDF) for SPIN Master, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SPIN Master, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $75K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $7.7M | 12.3% | |
| BMGKX * Fidelity Investments Fidelity® 500 Index Fund | Common Collective Trusts | — | — | $7.6M | 12.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $6.2M | 9.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $5.4M | 8.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $5.2M | 8.3% | |
| Allocation Institutional JP Morgan JPMorgan Growth Advantage Fund Class R6 | Other securities | — | — | $4.9M | 7.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.7M | 6.0% | |
| Class R6 Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $3.7M | 5.9% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.4M | 3.8% | |
| Fidelity Investments Fidelity® Mid Cap Index Fund | Common Collective Trusts | — | — | $2.1M | 3.3% | |
| s (Continued) Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.9M | 3.0% | |
| The Hartford Funds The Hartford International Opportunities Fund | Other securities | — | — | $1.3M | 2.1% | |
| PGIM Funds PGIM Total Return Bond Fund Class R6 | Other securities | — | — | $1.2M | 1.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.1M | 1.8% | |
| Fidelity Investments Fidelity® Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 1.7% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $952K | 1.5% | |
| Securities Fund R-6 Putnam Investments Putnam Large Cap Value Fund Class R6 | Mutual Funds | — | — | $919K | 1.5% | |
| Black Rock BlackRock Mid-Cap Growth Equity K | Other securities | — | — | $810K | 1.3% | |
| Allspring Special Mid Cap Value Fund Class | Other securities | — | — | $718K | 1.1% | |
| R6 American Funds American Funds New World Fund® Class R-6 | Mutual Funds | — | — | $672K | 1.1% | |
| Class R6 Undiscovered Managers Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $627K | 1.0% | |
| Neuberger Berman Neuberger Berman Small Cap Growth R6 | Other securities | — | — | $508K | 0.8% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $488K | 0.8% | |
| Interest rates ranging from 4.25% to 9.50% and $0 | Bonds / Notes | — | — | $432K | 0.7% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $327K | 0.5% | |
| Principal Funds Principal Real Estate Principal Real Estate | Other securities | — | — | $285K | 0.5% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $241K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $189K | 0.3% | |
| Impax Sustainable Impax Sustainable Allocation Fund Class | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $9K |
| — |
